TrueWealth LLC’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Hold |
96
| – | – | ﹤0.01% | 526 |
|
|
2020
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 523 |
|
|
2019
Q4 | $7K | Hold |
96
| – | – | ﹤0.01% | 522 |
|
|
2019
Q3 | $7K | Hold |
96
| – | – | ﹤0.01% | 511 |
|
|
2019
Q2 | $7K | Hold |
96
| – | – | ﹤0.01% | 519 |
|
|
2019
Q1 | $7K | Hold |
96
| – | – | ﹤0.01% | 521 |
|
|
2018
Q4 | $6K | Hold |
96
| – | – | ﹤0.01% | 520 |
|
|
2018
Q3 | $6K | Hold |
96
| – | – | ﹤0.01% | 579 |
|
|
2018
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 583 |
|
|
2018
Q1 | $6K | Sell |
96
-107
| -53% | -$6.69K | ﹤0.01% | 542 |
|
|
2017
Q4 | $15K | Buy |
+203
| New | +$15K | 0.01% | 444 |
|