Maxwell Wealth Strategies’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.99M Hold
2024
Q3
$1.97M Buy
2024
Q2
$1.88M Sell
2024
Q1
$1.81M Buy
2023
Q4
$1.61M Buy