WealthTrust-Arizona’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $18K | Sell |
273
-10
| -4% | -$659 | 0.01% | 286 |
|
|
2018
Q3 | $18K | Hold |
283
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $18K | Sell |
283
-90
| -24% | -$5.72K | 0.01% | 280 |
|
|
2018
Q1 | $25K | Sell |
373
-6
| -2% | -$402 | 0.01% | 246 |
|
|
2017
Q4 | $27K | Hold |
379
| – | – | 0.01% | 236 |
|
|
2017
Q3 | $24K | Hold |
379
| – | – | 0.01% | 250 |
|
|
2017
Q2 | $24K | Hold |
379
| – | – | 0.01% | 241 |
|
|
2017
Q1 | $24K | Hold |
379
| – | – | 0.01% | 231 |
|
|
2016
Q4 | $21K | Hold |
379
| – | – | 0.01% | 245 |
|
|
2016
Q3 | $21K | Hold |
379
| – | – | 0.01% | 239 |
|
|
2016
Q2 | $21K | Sell |
379
-18
| -5% | -$997 | 0.01% | 229 |
|
|
2016
Q1 | $21K | Hold |
397
| – | – | 0.01% | 227 |
|
|
2015
Q4 | $22K | Sell |
397
-1
| -0.3% | -$55 | 0.01% | 238 |
|
|
2015
Q3 | $24K | Sell |
398
-2
| -0.5% | -$121 | 0.01% | 227 |
|
|
2015
Q2 | $26K | Sell |
400
-49
| -11% | -$3.19K | 0.02% | 237 |
|
|
2015
Q1 | $30K | Sell |
449
-174
| -28% | -$11.6K | 0.02% | 217 |
|
|
2014
Q4 | $34K | Sell |
623
-29
| -4% | -$1.58K | 0.03% | 195 |
|
|
2014
Q3 | $26K | Hold |
652
| – | – | 0.03% | 237 |
|
|
2014
Q2 | $28K | Sell |
652
-37
| -5% | -$1.59K | 0.03% | 240 |
|
|
2014
Q1 | $31K | Hold |
689
| – | – | 0.04% | 227 |
|
|
2013
Q4 | $30K | Sell |
689
-131
| -16% | -$5.7K | 0.03% | 211 |
|
|
2013
Q3 | $37K | Sell |
820
-820
| -50% | -$37K | 0.05% | 165 |
|
|
2013
Q2 | $61K | Buy |
+1,640
| New | +$61K | 0.08% | 120 |
|