Dakota Wealth Management’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 |
-2,237
| Closed | -$208K | – | 781 |
|
|
2024
Q3 | $208K | Buy |
+2,237
| New | +$208K | ﹤0.01% | 672 |
|
|
2024
Q1 | – | Sell |
-3,190
| Closed | -$268K | – | 760 |
|
|
2023
Q4 | $268K | Hold |
3,190
| – | – | 0.01% | 537 |
|
|
2023
Q3 | $238K | Buy |
3,190
+127
| +4% | +$9.48K | 0.01% | 543 |
|
|
2023
Q2 | $259K | Sell |
3,063
-256
| -8% | -$21.6K | 0.01% | 517 |
|
|
2023
Q1 | $261K | Buy |
3,319
+76
| +2% | +$5.98K | 0.02% | 497 |
|
|
2022
Q4 | $238K | Buy |
+3,243
| New | +$238K | 0.02% | 501 |
|
|
2022
Q3 | – | Sell |
-3,205
| Closed | -$200K | – | 590 |
|
|
2022
Q2 | $200K | Buy |
+3,205
| New | +$200K | 0.02% | 446 |
|