Cresset Asset Management’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-39,939
| Closed | -$1.74M | – | 1914 |
|
2023
Q4 | $1.74M | Buy |
39,939
+6,101
| +18% | +$266K | 0.01% | 637 |
|
2023
Q3 | $1M | Buy |
33,838
+4,381
| +15% | +$130K | ﹤0.01% | 823 |
|
2023
Q2 | $928K | Buy |
+29,457
| New | +$928K | ﹤0.01% | 848 |
|
2019
Q2 | – | Sell |
-37
| Closed | -$2K | – | 1195 |
|
2019
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 1661 |
|
2018
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1532 |
|