Heritage Wealth Management (Arizona)’s Marcus & Millichap MMI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$207K	Sell
2024 Q1	$229K	Sell
2023 Q4	$297K	Buy
2022 Q4	$534K	Buy
2022 Q3	$226K	Buy
2022 Q2	$239K	Buy
2022 Q1	$332K	Buy
2021 Q3	$159K	Buy
2021 Q2	$110K	Buy