Carolinas Wealth Consulting’s Maximus MMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9	Closed	-$801	–	1085
2024 Q3	$801	Sell	9 -1	-10%	-$89	﹤0.01%	954
2024 Q2	$855	Buy	10 +2	+25%	+$171	﹤0.01%	931
2024 Q1	$711	Buy	+8	New	+$711	﹤0.01%	946