TD Private Client Wealth’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702 | Hold |
10
| – | – | ﹤0.01% | 1323 |
|
|
2025
Q1 | $682 | Sell |
10
-53
| -84% | -$3.62K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $4.7K | Sell |
63
-1,243
| -95% | -$92.8K | ﹤0.01% | 1107 |
|
|
2024
Q3 | $122K | Sell |
1,306
-7
| -0.5% | -$652 | ﹤0.01% | 691 |
|
|
2024
Q2 | $113K | Sell |
1,313
-71
| -5% | -$6.09K | ﹤0.01% | 672 |
|
|
2024
Q1 | $116K | Buy |
1,384
+10
| +0.7% | +$839 | ﹤0.01% | 665 |
|
|
2023
Q4 | $115K | Buy |
1,374
+6
| +0.4% | +$503 | ﹤0.01% | 660 |
|
|
2023
Q3 | $102K | Sell |
1,368
-142
| -9% | -$10.6K | ﹤0.01% | 643 |
|
|
2023
Q2 | $128K | Sell |
1,510
-203
| -12% | -$17.2K | 0.01% | 620 |
|
|
2023
Q1 | $135K | Sell |
1,713
-78
| -4% | -$6.14K | 0.01% | 607 |
|
|
2022
Q4 | $131K | Sell |
1,791
-132
| -7% | -$9.68K | 0.01% | 591 |
|
|
2022
Q3 | $111K | Buy |
1,923
+48
| +3% | +$2.78K | 0.01% | 599 |
|
|
2022
Q2 | $117K | Buy |
1,875
+294
| +19% | +$18.4K | 0.01% | 591 |
|
|
2022
Q1 | $118K | Buy |
1,581
+19
| +1% | +$1.42K | 0.01% | 616 |
|
|
2021
Q4 | $124K | Sell |
1,562
-66
| -4% | -$5.26K | 0.01% | 610 |
|
|
2021
Q3 | $135K | Buy |
1,628
+919
| +130% | +$76.5K | 0.01% | 586 |
|
|
2021
Q2 | $62.4K | Buy |
709
+302
| +74% | +$26.6K | ﹤0.01% | 701 |
|
|
2021
Q1 | $36.2K | Buy |
407
+339
| +499% | +$30.2K | ﹤0.01% | 759 |
|
|
2020
Q4 | $4.98K | Buy |
+68
| New | +$4.98K | ﹤0.01% | 891 |
|
|
2020
Q2 | – | Sell |
-53
| Closed | -$3.09K | – | 1141 |
|
|
2020
Q1 | $3.09K | Buy |
53
+6
| +13% | +$349 | ﹤0.01% | 845 |
|
|
2019
Q4 | $3.5K | Buy |
+47
| New | +$3.5K | ﹤0.01% | 852 |
|