Envestnet Portfolio Solutions’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,660
| Closed | -$293K | – | 1705 |
|
|
2024
Q4 | $293K | Buy |
7,660
+106
| +1% | +$4.06K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $299K | Buy |
7,554
+276
| +4% | +$10.9K | ﹤0.01% | 1453 |
|
|
2024
Q2 | $229K | Buy |
7,278
+229
| +3% | +$7.22K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $241K | Buy |
7,049
+572
| +9% | +$19.5K | ﹤0.01% | 1469 |
|
|
2023
Q4 | $283K | Buy |
+6,477
| New | +$283K | ﹤0.01% | 1328 |
|