Everence Capital 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
Q4 | – | Sell |
-6,930
| Closed | -$275K | – | 953 |
|
|
2024
Q3 | $275K | Hold |
6,930
| – | – | 0.02% | 627 |
|
|
2024
Q2 | $219 | Hold |
6,930
| – | – | 0.02% | 660 |
|
|
2024
Q1 | $237 | Hold |
6,930
| – | – | 0.02% | 657 |
|
|
2023
Q4 | $303K | Hold |
6,930
| – | – | 0.02% | 559 |
|
|
2023
Q3 | $203 | Hold |
6,930
| – | – | 0.02% | 667 |
|
|
2023
Q2 | $203K | Hold |
6,930
| – | – | 0.02% | 646 |
|
|
2023
Q1 | $223 | Buy |
+6,930
| New | +$223 | 0.02% | 638 |
|
|
2021
Q2 | – | Sell |
-9,260
| Closed | -$312K | – | 736 |
|
|
2021
Q1 | $312K | Hold |
9,260
| – | – | 0.03% | 541 |
|
|
2020
Q4 | $345K | Hold |
9,260
| – | – | 0.03% | 460 |
|
|
2020
Q3 | $255K | Buy |
+9,260
| New | +$255K | 0.03% | 518 |
|
|
2020
Q1 | – | Sell |
-6,190
| Closed | -$231K | – | 670 |
|
|
2019
Q4 | $231K | Hold |
6,190
| – | – | 0.03% | 568 |
|
|
2019
Q3 | $220K | Buy |
+6,190
| New | +$220K | 0.04% | 531 |
|