Long Run Wealth Advisors’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$2.97M Buy
2023
Q4
$2.83M Buy
2023
Q3
$2.3M Buy
2023
Q2
$2.49M Sell
2023
Q1
$2.34M Sell
2022
Q4
$2.44M Buy
2022
Q3
$1.91M Buy
2022
Q2
$1.6M Buy
2022
Q1
$1.89M Buy
2021
Q4
$1.83M Buy