VisionPoint Advisory Group’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-455
| Closed | -$39K | – | 573 |
|
|
2024
Q2 | $39K | Buy |
455
+35
| +8% | +$3K | 0.01% | 309 |
|
|
2024
Q1 | $35.2K | Sell |
420
-28
| -6% | -$2.35K | 0.01% | 317 |
|
|
2023
Q4 | $37.6K | Buy |
448
+67
| +18% | +$5.62K | 0.01% | 286 |
|
|
2023
Q3 | $28.5K | Buy |
381
+145
| +61% | +$10.8K | 0.01% | 314 |
|
|
2023
Q2 | $19.9K | Buy |
+236
| New | +$19.9K | 0.01% | 282 |
|