Kestra Advisory Services’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,670
Closed -$269K 2226
2022
Q4
$269K Buy
+3,670
New +$269K ﹤0.01% 1816
2022
Q3
Sell
-4,485
Closed -$280K 2186
2022
Q2
$280K Buy
+4,485
New +$280K ﹤0.01% 1668