Tompkins Financial’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-379
| Closed | -$27K | – | 381 |
|
|
2019
Q1 | $27K | Hold |
379
| – | – | 0.01% | 290 |
|
|
2018
Q4 | $25K | Sell |
379
-45
| -11% | -$2.96K | 0.01% | 284 |
|
|
2018
Q3 | $27K | Sell |
424
-91
| -18% | -$5.91K | 0.01% | 297 |
|
|
2018
Q2 | $32K | Hold |
515
| – | – | 0.01% | 296 |
|
|
2018
Q1 | $34K | Buy |
515
+165
| +47% | +$11.2K | 0.01% | 271 |
|
|
2017
Q4 | $25K | Hold |
350
| – | – | 0.01% | 276 |
|
|
2017
Q3 | $23K | Hold |
350
| – | – | 0.01% | 287 |
|
|
2017
Q2 | $22K | Hold |
350
| – | – | 0.01% | 273 |
|
|
2017
Q1 | $22K | Hold |
350
| – | – | 0.01% | 275 |
|
|
2016
Q4 | $20K | Hold |
350
| – | – | 0.01% | 284 |
|
|
2016
Q3 | $20K | Hold |
350
| – | – | 0.01% | 277 |
|
|
2016
Q2 | $19K | Hold |
350
| – | – | 0.01% | 334 |
|
|
2016
Q1 | $18K | Hold |
350
| – | – | 0.01% | 330 |
|
|
2015
Q4 | $20K | Hold |
350
| – | – | 0.01% | 365 |
|
|
2015
Q3 | $21K | Hold |
350
| – | – | 0.01% | 372 |
|
|
2015
Q2 | $23K | Sell |
350
-580
| -62% | -$38K | 0.01% | 366 |
|
|
2015
Q1 | $62K | Sell |
930
-25
| -3% | -$1.49K | 0.02% | 263 |
|
|
2014
Q4 | $52K | Hold |
955
| – | – | 0.01% | 271 |
|
|
2014
Q3 | $38K | Hold |
955
| – | – | 0.01% | 296 |
|
|
2014
Q2 | $41K | Hold |
955
| – | – | 0.01% | 300 |
|
|
2014
Q1 | $43K | Sell |
955
-500
| -34% | -$22.6K | 0.01% | 297 |
|
|
2013
Q4 | $64K | Buy |
1,455
+175
| +14% | +$8.06K | 0.02% | 238 |
|
|
2013
Q3 | $58K | Hold |
1,280
| – | – | 0.02% | 229 |
|
|
2013
Q2 | $48K | Buy |
+1,280
| New | +$48.9K | 0.01% | 253 |
|
Other funds holding MMS
VBA
AAMU
