Great Lakes Retirement’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $396K | Hold |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $222K | Buy |
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