Rise 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 | $17.9K | Buy |
254
+1
| +0.4% | +$70 | 0.01% | 604 |
|
|
2025
Q1 | $17.3K | Sell |
253
-39
| -13% | -$2.66K | 0.01% | 598 |
|
|
2024
Q4 | $21.8K | Sell |
292
-19
| -6% | -$1.42K | 0.01% | 604 |
|
|
2024
Q3 | $29K | Buy |
311
+1
| +0.3% | +$93 | 0.01% | 433 |
|
|
2024
Q2 | $26.6K | Buy |
310
+1
| +0.3% | +$86 | 0.01% | 436 |
|
|
2024
Q1 | $26K | Buy |
309
+289
| +1,445% | +$24.3K | 0.01% | 468 |
|
|
2023
Q4 | $1.7K | Hold |
20
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $1.51K | Hold |
20
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $1.7K | Hold |
20
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $1.58K | Hold |
20
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $1.47K | Buy |
+20
| New | +$1.47K | ﹤0.01% | 608 |
|