Valeo Financial Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-29
| Closed | -$3K | – | 1205 |
|
|
2021
Q1 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 1621 |
|
|
2020
Q3 | – | Sell |
-481
| Closed | -$34K | – | 1863 |
|
|
2020
Q2 | $34K | Buy |
481
+61
| +15% | +$4.31K | ﹤0.01% | 826 |
|
|
2020
Q1 | $27K | Buy |
+420
| New | +$27K | ﹤0.01% | 769 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | -$1K | – | 1621 |
|
|
2018
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1635 |
|
|
2018
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1476 |
|
|
2018
Q1 | $1K | Sell |
17
-21
| -55% | -$1.24K | ﹤0.01% | 1439 |
|
|
2017
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 1116 |
|
|
2017
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1022 |
|