LRWA
Long Run Wealth Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35,396
| Closed | -$2.97M | – | 103 |
|
|
2024
Q1 | $2.97M | Buy |
35,396
+1,606
| +5% | +$135K | 0.78% | 38 |
|
|
2023
Q4 | $2.83M | Buy |
33,790
+3,005
| +10% | +$252K | 0.82% | 37 |
|
|
2023
Q3 | $2.3M | Buy |
30,785
+1,326
| +5% | +$99K | 0.75% | 38 |
|
|
2023
Q2 | $2.49M | Sell |
29,459
-266
| -0.9% | -$22.5K | 0.79% | 33 |
|
|
2023
Q1 | $2.34M | Sell |
29,725
-3,574
| -11% | -$281K | 0.8% | 35 |
|
|
2022
Q4 | $2.44M | Buy |
33,299
+348
| +1% | +$25.5K | 0.88% | 33 |
|
|
2022
Q3 | $1.91M | Buy |
32,951
+7,367
| +29% | +$426K | 0.76% | 38 |
|
|
2022
Q2 | $1.6M | Buy |
25,584
+368
| +1% | +$23K | 0.62% | 41 |
|
|
2022
Q1 | $1.89M | Buy |
25,216
+2,291
| +10% | +$172K | 0.66% | 38 |
|
|
2021
Q4 | $1.83M | Buy |
+22,925
| New | +$1.83M | 0.63% | 41 |
|