Bowling Portfolio Management’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,692
| Closed | -$453K | – | 454 |
|
|
2020
Q2 | $453K | Sell |
15,692
-2,960
| -16% | -$85.5K | 0.1% | 260 |
|
|
2020
Q1 | $505K | Sell |
18,652
-846
| -4% | -$22.9K | 0.12% | 233 |
|
|
2019
Q4 | $726K | Buy |
+19,498
| New | +$726K | 0.12% | 246 |
|
|
2019
Q3 | – | Sell |
-24,974
| Closed | -$770K | – | 355 |
|
|
2019
Q2 | $770K | Sell |
24,974
-6,756
| -21% | -$208K | 0.13% | 241 |
|
|
2019
Q1 | $1.29M | Sell |
31,730
-80
| -0.3% | -$3.26K | 0.21% | 175 |
|
|
2018
Q4 | $1.09M | Buy |
31,810
+2,571
| +9% | +$88.3K | 0.19% | 187 |
|
|
2018
Q3 | $1.02M | Sell |
29,239
-23,023
| -44% | -$799K | 0.14% | 238 |
|
|
2018
Q2 | $2.04M | Buy |
52,262
+5,592
| +12% | +$218K | 0.28% | 127 |
|
|
2018
Q1 | $1.68M | Buy |
+46,670
| New | +$1.68M | 0.23% | 167 |
|