GoalVest Advisory’s Marcus & Millichap MMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-173	Closed	-$5.08K	–	451
2023 Q3	$5.08K	Buy	173 +7	+4%	+$205	﹤0.01%	344
2023 Q2	$5.23K	Buy	+166	New	+$5.23K	﹤0.01%	299