Raymond James Trust’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,787
| Closed | -$222K | – | 1195 |
|
|
2021
Q4 | $222K | Sell |
2,787
-143
| -5% | -$11.4K | 0.01% | 1055 |
|
|
2021
Q3 | $244K | Buy |
2,930
+130
| +5% | +$10.8K | 0.01% | 953 |
|
|
2021
Q2 | $246K | Sell |
2,800
-3
| -0.1% | -$264 | 0.01% | 957 |
|
|
2021
Q1 | $250K | Buy |
+2,803
| New | +$250K | 0.01% | 912 |
|