Prestige Wealth Management Group’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 |
-9
| Closed | -$839 | – | 1058 |
|
|
2024
Q3 | $839 | Hold |
9
| – | – | ﹤0.01% | 903 |
|
|
2024
Q2 | $772 | Hold |
9
| – | – | ﹤0.01% | 858 |
|
|
2024
Q1 | $756 | Hold |
9
| – | – | ﹤0.01% | 900 |
|
|
2023
Q4 | $755 | Hold |
9
| – | – | ﹤0.01% | 884 |
|
|
2023
Q3 | $673 | Hold |
9
| – | – | ﹤0.01% | 925 |
|
|
2023
Q2 | $761 | Hold |
9
| – | – | ﹤0.01% | 935 |
|
|
2023
Q1 | $709 | Hold |
9
| – | – | ﹤0.01% | 932 |
|
|
2022
Q4 | $660 | Hold |
9
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 878 |
|