MWS
Maxwell Wealth Strategies’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.99M | Hold |
55,311
| – | – | 0.81% | 39 |
|
|
2024
Q3 | $1.97M | Buy |
55,311
+613
| +1% | +$21.8K | 0.84% | 43 |
|
|
2024
Q2 | $1.88M | Sell |
54,698
-367
| -0.7% | -$12.6K | 0.92% | 38 |
|
|
2024
Q1 | $1.81M | Buy |
55,065
+293
| +0.5% | +$9.66K | 0.92% | 40 |
|
|
2023
Q4 | $1.61M | Buy |
+54,772
| New | +$1.61M | 1.05% | 37 |
|