WealthSource Partners’s Maxim Integrated Products MXIM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,064
Closed -$449K 454
2020
Q4
$449K Sell
5,064
-525
-9% -$46.5K 0.05% 226
2020
Q3
$378K Sell
5,589
-5
-0.1% -$338 0.05% 229
2020
Q2
$339K Hold
5,594
0.05% 227
2020
Q1
$272K Sell
5,594
-340
-6% -$16.5K 0.04% 253
2019
Q4
$365K Buy
5,934
+35
+0.6% +$2.15K 0.05% 279
2019
Q3
$342K Hold
5,899
0.05% 307
2019
Q2
$353K Sell
5,899
-465
-7% -$27.8K 0.06% 302
2019
Q1
$338K Sell
6,364
-36
-0.6% -$1.91K 0.08% 233
2018
Q4
$325K Sell
6,400
-710
-10% -$36.1K 0.09% 196
2018
Q3
$401K Buy
7,110
+1,550
+28% +$87.4K 0.1% 173
2018
Q2
$326K Sell
5,560
-47
-0.8% -$2.76K 0.09% 200
2018
Q1
$338K Buy
+5,607
New +$338K 0.1% 187