Envestnet Portfolio Solutions’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,237
| Closed | -$581K | – | 1770 |
|
|
2024
Q3 | $581K | Sell |
6,237
-207
| -3% | -$19.3K | ﹤0.01% | 1119 |
|
|
2024
Q2 | $552K | Sell |
6,444
-35
| -0.5% | -$3K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $544K | Buy |
6,479
+149
| +2% | +$12.5K | ﹤0.01% | 1089 |
|
|
2023
Q4 | $531K | Buy |
6,330
+53
| +0.8% | +$4.45K | ﹤0.01% | 1021 |
|
|
2023
Q3 | $469K | Buy |
+6,277
| New | +$469K | ﹤0.01% | 1013 |
|