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McLean Asset Management’s Maximus MMS Stock Holding History

McLean Asset Management’s Portfolio MMS Stock Details MMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,586
Closed -$236K – 162
2024
Q3 		$236K Buy
2,586
+2
+0.1% +$183 0.07% 143
2024
Q2 		$220K Sell
2,584
-349
-12% -$29.8K 0.07% 146
2024
Q1 		$239K Buy
+2,933
New +$239K 0.08% 134