AIS
Accurate Investment Solutions’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,050
| Closed | -$91K | – | 233 |
|
|
2020
Q1 | $91K | Hold |
1,050
| – | – | 0.07% | 156 |
|
|
2019
Q4 | $117K | Hold |
1,050
| – | – | 0.08% | 121 |
|
|
2019
Q3 | $105K | Hold |
1,050
| – | – | 0.08% | 89 |
|
|
2019
Q2 | $105K | Hold |
1,050
| – | – | 0.08% | 82 |
|
|
2019
Q1 | $99K | Hold |
1,050
| – | – | 0.08% | 84 |
|
|
2018
Q4 | $84K | Hold |
1,050
| – | – | 0.08% | 84 |
|
|
2018
Q3 | $87K | Hold |
1,050
| – | – | 0.06% | 94 |
|
|
2018
Q2 | $86K | Hold |
1,050
| – | – | 0.06% | 107 |
|
|
2018
Q1 | $87K | Hold |
1,050
| – | – | 0.07% | 99 |
|
|
2017
Q4 | $85K | Hold |
1,050
| – | – | 0.06% | 100 |
|
|
2017
Q3 | $88K | Hold |
1,050
| – | – | 0.07% | 97 |
|
|
2017
Q2 | $82K | Hold |
1,050
| – | – | 0.07% | 96 |
|
|
2017
Q1 | $78K | Hold |
1,050
| – | – | 0.06% | 85 |
|
|
2016
Q4 | $71K | Hold |
1,050
| – | – | 0.06% | 94 |
|
|
2016
Q3 | $71K | Hold |
1,050
| – | – | 0.06% | 92 |
|
|
2016
Q2 | $72K | Hold |
1,050
| – | – | 0.08% | 84 |
|
|
2016
Q1 | $64K | Hold |
1,050
| – | – | 0.06% | 133 |
|
|
2015
Q4 | $58K | Buy |
+1,050
| New | +$58K | 0.05% | 105 |
|