WR Wealth Planners’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.43K | Sell |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $225K | Buy |
|