Mount Yale Investment Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
+3,480
| New | +$244K | 0.02% | 512 |
|
|
2024
Q4 | – | Sell |
-3,718
| Closed | -$346K | – | 580 |
|
|
2024
Q3 | $346K | Sell |
3,718
-10
| -0.3% | -$931 | 0.03% | 395 |
|
|
2024
Q2 | $320K | Sell |
3,728
-90
| -2% | -$7.71K | 0.03% | 422 |
|
|
2024
Q1 | $320K | Buy |
3,818
+426
| +13% | +$35.7K | 0.02% | 435 |
|
|
2023
Q4 | $284K | Sell |
3,392
-113
| -3% | -$9.48K | 0.03% | 422 |
|
|
2023
Q3 | $262K | Sell |
3,505
-193
| -5% | -$14.4K | 0.03% | 417 |
|
|
2023
Q2 | $313K | Buy |
+3,698
| New | +$313K | 0.03% | 381 |
|
|
2021
Q3 | – | Sell |
-3,847
| Closed | -$338K | – | 479 |
|
|
2021
Q2 | $338K | Sell |
3,847
-51
| -1% | -$4.48K | 0.04% | 301 |
|
|
2021
Q1 | $347K | Sell |
3,898
-548
| -12% | -$48.8K | 0.05% | 292 |
|
|
2020
Q4 | $325K | Sell |
4,446
-162
| -4% | -$11.8K | 0.05% | 289 |
|
|
2020
Q3 | $315K | Sell |
4,608
-196
| -4% | -$13.4K | 0.04% | 273 |
|
|
2020
Q2 | $338K | Buy |
4,804
+237
| +5% | +$16.7K | 0.06% | 255 |
|
|
2020
Q1 | $266K | Buy |
4,567
+1,323
| +41% | +$77.1K | 0.06% | 246 |
|
|
2019
Q4 | $233K | Buy |
+3,244
| New | +$233K | 0.04% | 297 |
|