TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-81
| Closed | -$2.6K | – | 1414 |
|
|
2023
Q1 | $2.6K | Sell |
81
-145
| -64% | -$4.66K | ﹤0.01% | 1903 |
|
|
2022
Q4 | $7.79K | Sell |
226
-69
| -23% | -$2.38K | ﹤0.01% | 1238 |
|
|
2022
Q3 | $10K | Buy |
295
+1
| +0.3% | +$34 | ﹤0.01% | 1023 |
|
|
2022
Q2 | $11K | Buy |
294
+87
| +42% | +$3.26K | ﹤0.01% | 957 |
|
|
2022
Q1 | $11K | Buy |
207
+127
| +159% | +$6.75K | ﹤0.01% | 1048 |
|
|
2021
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 1854 |
|
|
2021
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 1951 |
|
|
2021
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1780 |
|
|
2021
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1535 |
|
|
2020
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 1116 |
|