Cetera Advisor Networks’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $362K | Sell |
4,319
-654
| -13% | -$54.9K | ﹤0.01% | 2149 |
|
2023
Q4 | $417K | Sell |
4,973
-1,213
| -20% | -$102K | ﹤0.01% | 2028 |
|
2023
Q3 | $462K | Buy |
6,186
+726
| +13% | +$54.2K | ﹤0.01% | 1821 |
|
2023
Q2 | $461K | Sell |
5,460
-474
| -8% | -$40.1K | ﹤0.01% | 1766 |
|
2023
Q1 | $467K | Buy |
5,934
+198
| +3% | +$15.6K | ﹤0.01% | 1739 |
|
2022
Q4 | $421K | Buy |
+5,736
| New | +$421K | ﹤0.01% | 1770 |
|
2020
Q3 | – | Sell |
-264
| Closed | -$19K | – | 2317 |
|
2020
Q2 | $19K | Buy |
+264
| New | +$19K | ﹤0.01% | 2420 |
|