Weil Company’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,005
| Closed | -$792K | – | 145 |
|
|
2021
Q2 | $792K | Hold |
9,005
| – | – | 0.4% | 64 |
|
|
2021
Q1 | $802K | Buy |
9,005
+4,000
| +80% | +$356K | 0.45% | 57 |
|
|
2020
Q4 | $366K | Sell |
5,005
-7,830
| -61% | -$573K | 0.22% | 90 |
|
|
2020
Q3 | $878K | Sell |
12,835
-4,231
| -25% | -$289K | 0.64% | 40 |
|
|
2020
Q2 | $1.2M | Sell |
17,066
-1,800
| -10% | -$127K | 1.02% | 27 |
|
|
2020
Q1 | $1.1M | Buy |
18,866
+10,040
| +114% | +$584K | 1.03% | 28 |
|
|
2019
Q4 | $657K | Hold |
8,826
| – | – | 0.5% | 43 |
|
|
2019
Q3 | $682K | Buy |
8,826
+4,926
| +126% | +$381K | 0.51% | 43 |
|
|
2019
Q2 | $283K | Buy |
+3,900
| New | +$283K | 0.23% | 83 |
|