Liberty Wealth Management’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-496
| Closed | -$22K | – | 741 |
|
|
2021
Q3 | $22K | Buy |
496
+245
| +98% | +$10.9K | 0.01% | 621 |
|
|
2021
Q2 | $10K | Hold |
251
| – | – | ﹤0.01% | 655 |
|
|
2021
Q1 | $9K | Hold |
251
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $9K | Buy |
251
+4
| +2% | +$143 | ﹤0.01% | 613 |
|
|
2020
Q3 | $7K | Hold |
247
| – | – | ﹤0.01% | 575 |
|
|
2020
Q2 | $7K | Hold |
247
| – | – | ﹤0.01% | 551 |
|
|
2020
Q1 | $7K | Sell |
247
-22
| -8% | -$623 | 0.01% | 517 |
|
|
2019
Q4 | $10K | Hold |
269
| – | – | 0.01% | 540 |
|
|
2019
Q3 | $10K | Sell |
269
-7
| -3% | -$260 | 0.01% | 517 |
|
|
2019
Q2 | $9K | Hold |
276
| – | – | 0.01% | 544 |
|
|
2019
Q1 | $11K | Hold |
276
| – | – | 0.01% | 426 |
|
|
2018
Q4 | $9K | Buy |
+276
| New | +$9K | 0.01% | 447 |
|