EverSource Wealth Advisors’s Marcus & Millichap MMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Buy |
430
+293
| +214% | +$9K | ﹤0.01% | 2606 |
|
|
2025
Q1 | $4.72K | Sell |
137
-112
| -45% | -$3.86K | ﹤0.01% | 2528 |
|
|
2024
Q4 | $9.53K | Buy |
249
+36
| +17% | +$1.38K | ﹤0.01% | 2022 |
|
|
2024
Q3 | $8.44K | Buy |
213
+17
| +9% | +$674 | ﹤0.01% | 1961 |
|
|
2024
Q2 | $7.76K | Buy |
196
+73
| +59% | +$2.89K | ﹤0.01% | 2007 |
|
|
2024
Q1 | $3.9K | Hold |
123
| – | – | ﹤0.01% | 2161 |
|
|
2023
Q4 | $5.37K | Buy |
+123
| New | +$5.37K | ﹤0.01% | 1828 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2612 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2563 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2477 |
|