Genovese Burford & Brothers Wealth & Retirement Plan Management’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-555
| Closed | -$22K | – | 252 |
|
2018
Q2 | $22K | Hold |
555
| – | – | 0.01% | 240 |
|
2018
Q1 | $20K | Buy |
+555
| New | +$20K | 0.01% | 256 |
|
2017
Q4 | – | Sell |
-555
| Closed | -$14K | – | 372 |
|
2017
Q3 | $14K | Hold |
555
| – | – | 0.01% | 262 |
|
2017
Q2 | $14K | Hold |
555
| – | – | 0.01% | 253 |
|
2017
Q1 | $14K | Buy |
+555
| New | +$14K | 0.01% | 270 |
|