EverSource Wealth Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
1,773
+1,428
| +414% | +$100K | 0.01% | 1076 |
|
|
2025
Q1 | $23.5K | Buy |
345
+116
| +51% | +$7.91K | ﹤0.01% | 1611 |
|
|
2024
Q4 | $17.1K | Buy |
229
+81
| +55% | +$6.05K | ﹤0.01% | 1715 |
|
|
2024
Q3 | $13.8K | Buy |
148
+7
| +5% | +$652 | ﹤0.01% | 1689 |
|
|
2024
Q2 | $13.1K | Buy |
141
+30
| +27% | +$2.79K | ﹤0.01% | 1718 |
|
|
2024
Q1 | $8.91K | Buy |
111
+103
| +1,288% | +$8.27K | ﹤0.01% | 1752 |
|
|
2023
Q4 | $671 | Sell |
8
-8
| -50% | -$671 | ﹤0.01% | 2467 |
|
|
2023
Q3 | $1.21K | Sell |
16
-4
| -20% | -$304 | ﹤0.01% | 2146 |
|
|
2023
Q2 | $1.69K | Hold |
20
| – | – | ﹤0.01% | 2075 |
|
|
2023
Q1 | $1.57K | Buy |
+20
| New | +$1.57K | ﹤0.01% | 2008 |
|
|
2022
Q3 | – | Sell |
-981
| Closed | -$61K | – | 2071 |
|
|
2022
Q2 | $61K | Buy |
+981
| New | +$61K | 0.02% | 555 |
|