Wealthspire Advisors (Maryland)’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,800
| Closed | -$199K | – | 1418 |
|
|
2019
Q1 | $199K | Buy |
2,800
+547
| +24% | +$38.9K | 0.02% | 436 |
|
|
2018
Q4 | $147K | Buy |
2,253
+1
| +0% | +$65 | 0.01% | 483 |
|
|
2018
Q3 | $147K | Hold |
2,252
| – | – | 0.01% | 542 |
|
|
2018
Q2 | $140K | Sell |
2,252
-777
| -26% | -$48.3K | 0.01% | 576 |
|
|
2018
Q1 | $202K | Buy |
3,029
+100
| +3% | +$6.67K | 0.02% | 467 |
|
|
2017
Q4 | $210K | Sell |
2,929
-321
| -10% | -$23K | 0.02% | 469 |
|
|
2017
Q3 | $210K | Sell |
3,250
-17
| -0.5% | -$1.1K | 0.02% | 457 |
|
|
2017
Q2 | $205K | Sell |
3,267
-18
| -0.5% | -$1.13K | 0.02% | 443 |
|
|
2017
Q1 | $204K | Sell |
3,285
-34
| -1% | -$2.11K | 0.03% | 385 |
|
|
2016
Q4 | $185K | Buy |
3,319
+988
| +42% | +$55.1K | 0.03% | 399 |
|
|
2016
Q3 | $132K | Hold |
2,331
| – | – | 0.02% | 495 |
|
|
2016
Q2 | $129K | Sell |
2,331
-31
| -1% | -$1.72K | 0.02% | 478 |
|
|
2016
Q1 | $124K | Buy |
2,362
+524
| +29% | +$27.5K | 0.02% | 476 |
|
|
2015
Q4 | $103K | Buy |
+1,838
| New | +$103K | 0.02% | 513 |
|