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SWA
Sutton Wealth Advisors’s
Marcus & Millichap
MMI
Stock Holding History
Sutton Wealth Advisors’s Portfolio
MMI Stock Details
MMI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-280
Closed
-$9.65K
–
1258
2022
Q4
$9.65K
Hold
280
–
–
﹤0.01%
959
2022
Q3
$9.18K
Sell
280
-12
-4%
-$454
﹤0.01%
915
2022
Q2
$10.8K
Buy
292
+10
+4%
+$435
﹤0.01%
880
2022
Q1
$14.9K
Sell
282
-5
-2%
-$240
0.01%
814
2021
Q4
$14.8K
Buy
287
+7
+3%
+$326
﹤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%
+$3.33K
﹤0.01%
810
2020
Q2
$4.62K
Buy
+160
New
+$4.51K
﹤0.01%
925
2020
Q1
–
Sell
-272
Closed
-$10.1K
–
1240
2019
Q4
$10.1K
Buy
272
+114
+72%
+$4.1K
0.01%
819
2019
Q3
$5.61K
Buy
+158
New
+$5.39K
﹤0.01%
926
2019
Q2
–
Sell
-152
Closed
-$6.19K
–
1195
2019
Q1
$6.19K
Buy
+152
New
+$5.82K
﹤0.01%
887
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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