Great Lakes Retirement’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
4,332
| – | – | 0.04% | 190 |
|
|
2025
Q1 | $295K | Hold |
4,332
| – | – | 0.04% | 195 |
|
|
2024
Q4 | $323K | Sell |
4,332
-224
| -5% | -$16.7K | 0.04% | 191 |
|
|
2024
Q3 | $424K | Buy |
4,556
+25
| +0.6% | +$2.33K | 0.05% | 176 |
|
|
2024
Q2 | $388K | Sell |
4,531
-1,995
| -31% | -$171K | 0.05% | 172 |
|
|
2024
Q1 | $548K | Sell |
6,526
-39
| -0.6% | -$3.27K | 0.08% | 169 |
|
|
2023
Q4 | $551K | Buy |
+6,565
| New | +$551K | 0.09% | 161 |
|
|
2023
Q3 | – | Sell |
-2,805
| Closed | -$237K | – | 227 |
|
|
2023
Q2 | $237K | Sell |
2,805
-16
| -0.6% | -$1.35K | 0.04% | 212 |
|
|
2023
Q1 | $222K | Buy |
+2,821
| New | +$222K | 0.04% | 217 |
|