Personal CFO Solutions’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,146
| Closed | -$251K | – | 500 |
|
|
2021
Q4 | $251K | Sell |
3,146
-5
| -0.2% | -$399 | 0.05% | 379 |
|
|
2021
Q3 | $262K | Buy |
3,151
+186
| +6% | +$15.5K | 0.05% | 341 |
|
|
2021
Q2 | $261K | Sell |
2,965
-59
| -2% | -$5.19K | 0.05% | 331 |
|
|
2021
Q1 | $269K | Buy |
+3,024
| New | +$269K | 0.06% | 295 |
|