Advocacy Wealth Management Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12
| Closed | -$2K | – | 175 |
|
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 150 |
|
|
2021
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 149 |
|
|
2021
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 145 |
|
|
2021
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 162 |
|
|
2019
Q2 | – | Sell |
-222
| Closed | -$21K | – | 175 |
|
|
2019
Q1 | $21K | Sell |
222
-106
| -32% | -$10K | 0.02% | 79 |
|
|
2018
Q4 | $26K | Hold |
328
| – | – | 0.02% | 68 |
|
|
2018
Q3 | $27K | Buy |
328
+62
| +23% | +$5.1K | 0.02% | 72 |
|
|
2018
Q2 | $22K | Buy |
266
+160
| +151% | +$13.2K | 0.01% | 78 |
|
|
2018
Q1 | $9K | Hold |
106
| – | – | 0.01% | 150 |
|
|
2017
Q4 | $9K | Hold |
106
| – | – | 0.01% | 167 |
|
|
2017
Q3 | $9K | Hold |
106
| – | – | ﹤0.01% | 206 |
|
|
2017
Q2 | $8K | Hold |
106
| – | – | ﹤0.01% | 206 |
|
|
2017
Q1 | $8K | Hold |
106
| – | – | ﹤0.01% | 230 |
|
|
2016
Q4 | $7K | Hold |
106
| – | – | ﹤0.01% | 232 |
|
|
2016
Q3 | $7K | Hold |
106
| – | – | ﹤0.01% | 292 |
|
|
2016
Q2 | $7K | Sell |
106
-785
| -88% | -$51.8K | ﹤0.01% | 321 |
|
|
2016
Q1 | $54K | Buy |
+891
| New | +$54K | 0.04% | 175 |
|