Wealthcare Advisory Partners’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 | – | 1333 |
|
|
2021
Q1 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 1789 |
|
|
2020
Q1 | – | Sell |
-143
| Closed | -$11K | – | 1552 |
|
|
2019
Q4 | $11K | Buy |
143
+1
| +0.7% | +$77 | ﹤0.01% | 915 |
|
|
2019
Q3 | $11K | Hold |
142
| – | – | ﹤0.01% | 897 |
|
|
2019
Q2 | $10K | Buy |
142
+1
| +0.7% | +$70 | ﹤0.01% | 908 |
|
|
2019
Q1 | $10K | Hold |
141
| – | – | ﹤0.01% | 817 |
|
|
2018
Q4 | $9K | Buy |
141
+1
| +0.7% | +$64 | ﹤0.01% | 813 |
|
|
2018
Q3 | $9K | Hold |
140
| – | – | ﹤0.01% | 872 |
|
|
2018
Q2 | $9K | Hold |
140
| – | – | ﹤0.01% | 867 |
|
|
2018
Q1 | $9K | Hold |
140
| – | – | ﹤0.01% | 753 |
|
|
2017
Q4 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 680 |
|