Baldrige Asset Management’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$16K Hold
2022
Q4
$15K Hold
2022
Q3
$12K Hold
2022
Q2
$13K Hold
2022
Q1
$15K Hold
2021
Q4
$16K Hold
2021
Q3
$17K Hold
2021
Q2
$18K Buy