Montag & Associates’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10
| Closed | -$932 | – | 1023 |
|
|
2024
Q3 | $932 | Sell |
10
-3
| -23% | -$280 | ﹤0.01% | 986 |
|
|
2024
Q2 | $1.11K | Hold |
13
| – | – | ﹤0.01% | 922 |
|
|
2024
Q1 | $1.09K | Buy |
+13
| New | +$1.09K | ﹤0.01% | 917 |
|
|
2021
Q2 | – | Sell |
-2,200
| Closed | -$196K | – | 878 |
|
|
2021
Q1 | $196K | Hold |
2,200
| – | – | 0.01% | 387 |
|
|
2020
Q4 | $161K | Buy |
+2,200
| New | +$161K | 0.01% | 389 |
|