JFS Wealth Advisors’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$35 | – | 1934 |
|
|
2025
Q1 | $35 | Hold |
1
| – | – | ﹤0.01% | 1911 |
|
|
2024
Q4 | $39 | Hold |
1
| – | – | ﹤0.01% | 1917 |
|
|
2024
Q3 | $40 | Sell |
1
-2
| -67% | -$80 | ﹤0.01% | 1941 |
|
|
2024
Q2 | $95 | Sell |
3
-1
| -25% | -$32 | ﹤0.01% | 1936 |
|
|
2024
Q1 | $137 | Buy |
4
+1
| +33% | +$34 | ﹤0.01% | 1922 |
|
|
2023
Q4 | $132 | Sell |
3
-1
| -25% | -$44 | ﹤0.01% | 1941 |
|
|
2023
Q3 | $118 | Buy |
4
+1
| +33% | +$30 | ﹤0.01% | 1898 |
|
|
2023
Q2 | $95 | Buy |
3
+2
| +200% | +$63 | ﹤0.01% | 1927 |
|
|
2023
Q1 | $33 | Sell |
1
-3
| -75% | -$99 | ﹤0.01% | 1936 |
|
|
2022
Q4 | $138 | Hold |
4
| – | – | ﹤0.01% | 1855 |
|
|
2022
Q3 | $0 | Buy |
4
+2
| +100% | – | ﹤0.01% | 1851 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1859 |
|