Asset Dedication LLC’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-176
Closed -$15K 1214
2024
Q1
$15K Hold
176
﹤0.01% 630
2023
Q4
$15K Buy
+176
New +$15K ﹤0.01% 621