Zeke Capital Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $493K | Sell |
6,719
-779
| -10% | -$57.1K | 0.03% | 241 |
|
|
2022
Q3 | $434K | Buy |
7,498
+3,392
| +83% | +$196K | 0.03% | 234 |
|
|
2022
Q2 | $257K | Buy |
4,106
+1,336
| +48% | +$83.6K | 0.02% | 378 |
|
|
2022
Q1 | $208K | Buy |
+2,770
| New | +$208K | 0.01% | 475 |
|
|
2020
Q1 | – | Sell |
-8,368
| Closed | -$622K | – | 415 |
|
|
2019
Q4 | $622K | Buy |
+8,368
| New | +$622K | 0.05% | 331 |
|
|
2018
Q3 | – | Sell |
-3,456
| Closed | -$215K | – | 715 |
|
|
2018
Q2 | $215K | Hold |
3,456
| – | – | 0.02% | 529 |
|
|
2018
Q1 | $231K | Buy |
3,456
+361
| +12% | +$24.1K | 0.02% | 527 |
|
|
2017
Q4 | $222K | Buy |
+3,095
| New | +$222K | 0.02% | 479 |
|