Moneta Group Investment Advisors’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,364
Closed -$208K 468
2021
Q2
$208K Buy
2,364
+6
+0.3% +$528 0.01% 427
2021
Q1
$210K Buy
+2,358
New +$210K 0.01% 396