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