Okabena Investment Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-115
| Closed | -$8.59K | – | 127 |
|
|
2023
Q3 | $8.59K | Hold |
115
| – | – | 0.01% | 90 |
|
|
2023
Q2 | $9.72K | Hold |
115
| – | – | 0.01% | 136 |
|
|
2023
Q1 | $9.05K | Hold |
115
| – | – | 0.01% | 103 |
|
|
2022
Q4 | $8.43K | Hold |
115
| – | – | 0.01% | 148 |
|
|
2022
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $7K | Sell |
115
-972
| -89% | -$59.2K | ﹤0.01% | 157 |
|
|
2022
Q1 | $81K | Hold |
1,087
| – | – | 0.03% | 119 |
|
|
2021
Q4 | $87K | Buy |
+1,087
| New | +$87K | 0.03% | 133 |
|