Marks Group Wealth Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $6.52M | Sell |
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|
2023
Q2 | $7.39M | Sell |
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|
2023
Q1 | $7.16M | Sell |
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|
2022
Q4 | $6.71M | Buy |
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|
2022
Q3 | $3.13M | Sell |
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|
2022
Q2 | $5.61M | Buy |
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|
2022
Q1 | $6.14M | Buy |
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|
2021
Q4 | $5.7M | Buy |
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|
2021
Q3 | $5.21M | Buy |
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|
2021
Q2 | $5.48M | Sell |
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|
2021
Q1 | $5.81M | Buy |
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|
2020
Q4 | $4.63M | Buy |
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|
2020
Q3 | $4.29M | Sell |
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|
2020
Q2 | $4.49M | Sell |
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|
2020
Q1 | $3.75M | Buy |
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|
2019
Q4 | $2.95M | Buy |
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