CAPTRUST Financial Advisors’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,825
| Closed | -$68K | – | 3257 |
|
2022
Q2 | $68K | Buy |
1,825
+342
| +23% | +$12.7K | ﹤0.01% | 2508 |
|
2022
Q1 | $79K | Buy |
1,483
+1,148
| +343% | +$61.2K | ﹤0.01% | 2452 |
|
2021
Q4 | $17K | Buy |
335
+79
| +31% | +$4.01K | ﹤0.01% | 3407 |
|
2021
Q3 | $10K | Sell |
256
-33
| -11% | -$1.29K | ﹤0.01% | 3613 |
|
2021
Q2 | $11K | Sell |
289
-1,614
| -85% | -$61.4K | ﹤0.01% | 3501 |
|
2021
Q1 | $64K | Buy |
1,903
+1,858
| +4,129% | +$62.5K | ﹤0.01% | 2259 |
|
2020
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 3133 |
|