Summit Global Investments’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,000
| Closed | -$413K | – | 552 |
|
|
2022
Q4 | $413K | Hold |
12,000
| – | – | 0.03% | 358 |
|
|
2022
Q3 | $393K | Buy |
+12,000
| New | +$393K | 0.04% | 361 |
|
|
2019
Q2 | – | Sell |
-17,000
| Closed | -$692K | – | 299 |
|
|
2019
Q1 | $692K | Sell |
17,000
-2,600
| -13% | -$106K | 0.09% | 178 |
|
|
2018
Q4 | $673K | Buy |
19,600
+700
| +4% | +$24K | 0.1% | 159 |
|
|
2018
Q3 | $656K | Buy |
18,900
+1,200
| +7% | +$41.7K | 0.09% | 217 |
|
|
2018
Q2 | $690K | Buy |
17,700
+1,400
| +9% | +$54.6K | 0.1% | 154 |
|
|
2018
Q1 | $588K | Buy |
+16,300
| New | +$588K | 0.09% | 154 |
|