WFG Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8
| Closed | – | – | 1929 |
|
|
2014
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2162 |
|
|
2014
Q1 | – | Sell |
-447
| Closed | -$20K | – | 2125 |
|
|
2013
Q4 | $20K | Sell |
447
-2
| -0.4% | -$89 | ﹤0.01% | 1347 |
|
|
2013
Q3 | $20K | Buy |
+449
| New | +$20K | ﹤0.01% | 1284 |
|