Kelly Financial Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-85
| Closed | -$7.28K | – | 507 |
|
2024
Q2 | $7.28K | Hold |
85
| – | – | ﹤0.01% | 456 |
|
2024
Q1 | $7.11K | Buy |
85
+1
| +1% | +$84 | ﹤0.01% | 463 |
|
2023
Q4 | $7.08K | Hold |
84
| – | – | ﹤0.01% | 435 |
|
2023
Q3 | $6.29K | Buy |
84
+43
| +105% | +$3.22K | ﹤0.01% | 429 |
|
2023
Q2 | $3.47K | Buy |
+41
| New | +$3.47K | ﹤0.01% | 492 |
|