Focus Partners Wealth’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,866
| Closed | -$289K | – | 1961 |
|
|
2024
Q4 | $289K | Buy |
+3,866
| New | +$289K | ﹤0.01% | 1557 |
|
|
2024
Q3 | – | Sell |
-8,096
| Closed | -$694K | – | 1650 |
|
|
2024
Q2 | $694K | Buy |
8,096
+4,144
| +105% | +$355K | ﹤0.01% | 874 |
|
|
2024
Q1 | $332K | Buy |
+3,952
| New | +$332K | ﹤0.01% | 809 |
|