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Cornerstone Planning Group’s Marcus & Millichap MMI Stock Holding History

Cornerstone Planning Group’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$614 – 1633
2025
Q1 		$614 Sell
20
-59
-75% -$1.81K ﹤0.01% 1240
2024
Q4 		$3.04K Buy
+79
New +$3.04K ﹤0.01% 687