Cresset Asset Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,334
| Closed | -$217K | – | 1915 |
|
|
2024
Q3 | $217K | Buy |
+2,334
| New | +$217K | ﹤0.01% | 1920 |
|
|
2021
Q4 | – | Sell |
-5,295
| Closed | -$441K | – | 1228 |
|
|
2021
Q3 | $441K | Sell |
5,295
-20
| -0.4% | -$1.67K | 0.01% | 682 |
|
|
2021
Q2 | $468K | Sell |
5,315
-1
| -0% | -$88 | 0.01% | 583 |
|
|
2021
Q1 | $473K | Buy |
5,316
+506
| +11% | +$45K | 0.01% | 497 |
|
|
2020
Q4 | $352K | Buy |
4,810
+39
| +0.8% | +$2.85K | 0.01% | 509 |
|
|
2020
Q3 | $326K | Sell |
4,771
-98
| -2% | -$6.7K | 0.01% | 481 |
|
|
2020
Q2 | $343K | Buy |
+4,869
| New | +$343K | 0.01% | 423 |
|