Global Financial Private Client’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10
Closed -$682 1060
2025
Q1
$682 Buy
10
+7
+233% +$477 ﹤0.01% 1175
2024
Q4
$224 Buy
+3
New +$224 ﹤0.01% 1223