WBI Investments’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 |
-9,622
| Closed | -$857K | – | 221 |
|
|
2021
Q1 | $857K | Buy |
+9,622
| New | +$857K | 0.13% | 110 |
|
|
2019
Q4 | – | Sell |
-63,126
| Closed | -$4.88M | – | 231 |
|
|
2019
Q3 | $4.88M | Buy |
+63,126
| New | +$4.88M | 0.46% | 50 |
|
|
2019
Q2 | – | Sell |
-66,521
| Closed | -$4.72M | – | 267 |
|
|
2019
Q1 | $4.72M | Buy |
+66,521
| New | +$4.72M | 0.36% | 65 |
|
|
2018
Q2 | – | Sell |
-28,295
| Closed | -$1.89M | – | 275 |
|
|
2018
Q1 | $1.89M | Buy |
+28,295
| New | +$1.89M | 0.1% | 109 |
|