Mount Yale Investment Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $313K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $338K | Buy |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $233K | Buy |
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