Freestone Capital Holdings’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 |
-6,913
| Closed | -$302K | – | 452 |
|
|
2023
Q4 | $302K | Hold |
6,913
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $203K | Buy |
+6,913
| New | +$203K | 0.01% | 339 |
|
|
2017
Q2 | – | Sell |
-36,105
| Closed | -$887K | – | 336 |
|
|
2017
Q1 | $887K | Buy |
36,105
+15,523
| +75% | +$381K | 0.07% | 197 |
|
|
2016
Q4 | $550K | Hold |
20,582
| – | – | 0.05% | 256 |
|
|
2016
Q3 | $538K | Sell |
20,582
-8,778
| -30% | -$229K | 0.05% | 254 |
|
|
2016
Q2 | $746K | Hold |
29,360
| – | – | 0.07% | 204 |
|
|
2016
Q1 | $745K | Sell |
29,360
-11,322
| -28% | -$287K | 0.08% | 210 |
|
|
2015
Q4 | $1.19M | Buy |
+40,682
| New | +$1.19M | 0.12% | 143 |
|