AIM
Advantage Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $12K | Sell |
119
-10
| -8% | -$1.01K | 0.01% | 616 |
|
|
2019
Q2 | $13K | Sell |
129
-10
| -7% | -$1.01K | 0.01% | 621 |
|
|
2019
Q1 | $13K | Sell |
139
-18
| -11% | -$1.68K | 0.01% | 612 |
|
|
2018
Q4 | $13K | Hold |
157
| – | – | 0.01% | 598 |
|
|
2018
Q3 | $13K | Buy |
+157
| New | +$13K | 0.01% | 658 |
|
|
2017
Q4 | – | Sell |
-41
| Closed | -$3K | – | 1044 |
|
|
2017
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 900 |
|
|
2017
Q1 | – | Sell |
-1,620
| Closed | -$109K | – | 1017 |
|
|
2016
Q4 | $109K | Sell |
1,620
-45
| -3% | -$3.03K | 0.04% | 213 |
|
|
2016
Q3 | $112K | Sell |
1,665
-888
| -35% | -$59.7K | 0.04% | 204 |
|
|
2016
Q2 | $175K | Hold |
2,553
| – | – | 0.08% | 146 |
|
|
2016
Q1 | $155K | Buy |
2,553
+992
| +64% | +$60.2K | 0.07% | 160 |
|
|
2015
Q4 | $87K | Sell |
1,561
-58
| -4% | -$3.23K | 0.05% | 254 |
|
|
2015
Q3 | $85K | Buy |
1,619
+852
| +111% | +$44.7K | 0.05% | 241 |
|
|
2015
Q2 | $43K | Buy |
767
+709
| +1,222% | +$39.7K | 0.02% | 356 |
|
|
2015
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 746 |
|
|
2014
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 672 |
|