USA Financial Formulas’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35
| Closed | -$2.96K | – | 527 |
|
|
2023
Q2 | $2.96K | Buy |
+35
| New | +$2.96K | ﹤0.01% | 267 |
|
|
2019
Q1 | – | Sell |
-4,640
| Closed | -$302K | – | 255 |
|
|
2018
Q4 | $302K | Sell |
4,640
-1,090
| -19% | -$70.9K | 0.08% | 232 |
|
|
2018
Q3 | $356K | Buy |
5,730
+496
| +9% | +$30.8K | 0.09% | 184 |
|
|
2018
Q2 | $349K | Sell |
5,234
-16
| -0.3% | -$1.07K | 0.08% | 221 |
|
|
2018
Q1 | $350K | Sell |
5,250
-1,160
| -18% | -$77.3K | 0.08% | 221 |
|
|
2017
Q4 | $459K | Sell |
6,410
-3,268
| -34% | -$234K | 0.11% | 170 |
|
|
2017
Q3 | $624K | Buy |
+9,678
| New | +$624K | 0.15% | 127 |
|
|
2015
Q3 | – | Sell |
-6,750
| Closed | -$444K | – | 163 |
|
|
2015
Q2 | $444K | Sell |
6,750
-34,042
| -83% | -$2.24M | 0.14% | 137 |
|
|
2015
Q1 | $2.72M | Buy |
40,792
+733
| +2% | +$48.9K | 0.89% | 30 |
|
|
2014
Q4 | $2.2M | Buy |
+40,059
| New | +$2.2M | 0.75% | 41 |
|