Corient Private Wealth’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
-3,881
Closed -$362K 2430
2024
Q3
$362K Buy
+3,881
New +$362K ﹤0.01% 1897