WWP
WR Wealth Planners’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.43K | Sell |
46
-4,611
| -99% | -$344K | ﹤0.01% | 759 |
|
|
2024
Q3 | $434K | Buy |
4,657
+132
| +3% | +$12.3K | 0.12% | 111 |
|
|
2024
Q2 | $388K | Buy |
4,525
+198
| +5% | +$17K | 0.12% | 113 |
|
|
2024
Q1 | $363K | Sell |
4,327
-59
| -1% | -$4.95K | 0.11% | 120 |
|
|
2023
Q4 | $368K | Buy |
4,386
+534
| +14% | +$44.8K | 0.14% | 129 |
|
|
2023
Q3 | $288K | Buy |
3,852
+159
| +4% | +$11.9K | 0.11% | 139 |
|
|
2023
Q2 | $312K | Buy |
3,693
+112
| +3% | +$9.47K | 0.12% | 130 |
|
|
2023
Q1 | $282K | Buy |
3,581
+254
| +8% | +$20K | 0.12% | 129 |
|
|
2022
Q4 | $244K | Buy |
3,327
+27
| +0.8% | +$1.98K | 0.15% | 103 |
|
|
2022
Q3 | $191K | Buy |
3,300
+233
| +8% | +$13.5K | 0.13% | 105 |
|
|
2022
Q2 | $192K | Buy |
3,067
+65
| +2% | +$4.06K | 0.13% | 102 |
|
|
2022
Q1 | $225K | Buy |
+3,002
| New | +$225K | 0.13% | 102 |
|