Castleview Partners’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 |
-161
| Closed | -$15K | – | 605 |
|
|
2024
Q3 | $15K | Buy |
161
+49
| +44% | +$4.57K | 0.01% | 488 |
|
|
2024
Q2 | $9.6K | Buy |
112
+44
| +65% | +$3.77K | 0.01% | 535 |
|
|
2024
Q1 | $5.71K | Buy |
68
+28
| +70% | +$2.35K | ﹤0.01% | 611 |
|
|
2023
Q4 | $3.35K | Buy |
+40
| New | +$3.35K | ﹤0.01% | 634 |
|