LGT Financial Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-46
| Closed | -$3.43K | – | 566 |
|
|
2024
Q4 | $3.43K | Hold |
46
| – | – | 0.01% | 605 |
|
|
2024
Q3 | $4.29K | Hold |
46
| – | – | 0.01% | 558 |
|
|
2024
Q2 | $3.94K | Hold |
46
| – | – | 0.01% | 633 |
|
|
2024
Q1 | $3.86K | Hold |
46
| – | – | ﹤0.01% | 662 |
|
|
2023
Q4 | $3.86K | Hold |
46
| – | – | ﹤0.01% | 680 |
|
|
2023
Q3 | $3.44K | Buy |
+46
| New | +$3.44K | ﹤0.01% | 699 |
|