Heritage Wealth Management (Arizona)’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $207K | Sell |
6,567
-121
| -2% | -$3.81K | 0.11% | 159 |
|
|
2024
Q1 | $229K | Sell |
6,688
-101
| -1% | -$3.45K | 0.12% | 161 |
|
|
2023
Q4 | $297K | Buy |
+6,789
| New | +$297K | 0.16% | 122 |
|
|
2022
Q4 | $534K | Buy |
15,514
+8,614
| +125% | +$297K | 0.08% | 199 |
|
|
2022
Q3 | $226K | Buy |
6,900
+450
| +7% | +$14.7K | 0.07% | 203 |
|
|
2022
Q2 | $239K | Buy |
6,450
+140
| +2% | +$5.18K | 0.08% | 200 |
|
|
2022
Q1 | $332K | Buy |
+6,310
| New | +$332K | 0.09% | 176 |
|
|
2021
Q3 | $159K | Buy |
3,909
+1,084
| +38% | +$44.1K | 0.06% | 257 |
|
|
2021
Q2 | $110K | Buy |
+2,825
| New | +$110K | 0.04% | 325 |
|