SWA
Sutton Wealth Advisors’s Marcus & Millichap MMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-280
| Closed | -$9.65K | – | 1259 |
|
|
2022
Q4 | $9.65K | Hold |
280
| – | – | ﹤0.01% | 959 |
|
|
2022
Q3 | $9.18K | Sell |
280
-12
| -4% | -$393 | ﹤0.01% | 915 |
|
|
2022
Q2 | $10.8K | Buy |
292
+10
| +4% | +$370 | ﹤0.01% | 880 |
|
|
2022
Q1 | $14.9K | Sell |
282
-5
| -2% | -$263 | 0.01% | 814 |
|
|
2021
Q4 | $14.8K | Buy |
287
+7
| +3% | +$360 | ﹤0.01% | 807 |
|
|
2021
Q3 | $11.4K | Hold |
280
| – | – | ﹤0.01% | 864 |
|
|
2021
Q2 | $10.9K | Hold |
280
| – | – | ﹤0.01% | 890 |
|
|
2021
Q1 | $9.44K | Hold |
280
| – | – | ﹤0.01% | 898 |
|
|
2020
Q4 | $10.4K | Hold |
280
| – | – | ﹤0.01% | 796 |
|
|
2020
Q3 | $7.71K | Buy |
280
+120
| +75% | +$3.3K | ﹤0.01% | 810 |
|
|
2020
Q2 | $4.62K | Buy |
+160
| New | +$4.62K | ﹤0.01% | 925 |
|
|
2020
Q1 | – | Sell |
-272
| Closed | -$10.1K | – | 1240 |
|
|
2019
Q4 | $10.1K | Buy |
272
+114
| +72% | +$4.25K | 0.01% | 819 |
|
|
2019
Q3 | $5.61K | Buy |
+158
| New | +$5.61K | ﹤0.01% | 926 |
|
|
2019
Q2 | – | Sell |
-152
| Closed | -$6.19K | – | 1204 |
|
|
2019
Q1 | $6.19K | Buy |
+152
| New | +$6.19K | ﹤0.01% | 887 |
|