Covestor’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Sell |
2,546
-460
| -15% | -$32.3K | 0.11% | 236 |
|
|
2025
Q1 | $206K | Buy |
3,006
+1,233
| +70% | +$84.5K | 0.14% | 148 |
|
|
2024
Q4 | $132K | Buy |
1,773
+527
| +42% | +$39.2K | 0.08% | 352 |
|
|
2024
Q3 | $116K | Buy |
1,246
+1,123
| +913% | +$105K | 0.07% | 441 |
|
|
2024
Q2 | $11K | Buy |
123
+1
| +0.8% | +$89 | 0.01% | 1471 |
|
|
2024
Q1 | $10K | Sell |
122
-559
| -82% | -$45.8K | 0.01% | 1592 |
|
|
2023
Q4 | $57K | Buy |
681
+115
| +20% | +$9.63K | 0.04% | 788 |
|
|
2023
Q3 | $42K | Sell |
566
-107
| -16% | -$7.94K | 0.03% | 842 |
|
|
2023
Q2 | $57K | Sell |
673
-353
| -34% | -$29.9K | 0.04% | 729 |
|
|
2023
Q1 | $81K | Sell |
1,026
-827
| -45% | -$65.3K | 0.07% | 494 |
|
|
2022
Q4 | $136K | Buy |
1,853
+329
| +22% | +$24.1K | 0.11% | 255 |
|
|
2022
Q3 | $88K | Buy |
1,524
+11
| +0.7% | +$635 | 0.08% | 420 |
|
|
2022
Q2 | $95K | Sell |
1,513
-91
| -6% | -$5.71K | 0.08% | 445 |
|
|
2022
Q1 | $120K | Buy |
1,604
+772
| +93% | +$57.8K | 0.08% | 388 |
|
|
2021
Q4 | $66K | Buy |
+832
| New | +$66K | 0.09% | 369 |
|