Alexandria Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-532
| Closed | -$45K | – | 407 |
|
|
2017
Q3 | $45K | Sell |
532
-4
| -0.7% | -$338 | 0.01% | 251 |
|
|
2017
Q2 | $42K | Hold |
536
| – | – | 0.01% | 253 |
|
|
2017
Q1 | $40K | Hold |
536
| – | – | 0.01% | 262 |
|
|
2016
Q4 | $36K | Sell |
536
-500
| -48% | -$33.6K | 0.01% | 284 |
|
|
2016
Q3 | $70K | Buy |
1,036
+499
| +93% | +$33.7K | 0.01% | 210 |
|
|
2016
Q2 | $37K | Buy |
537
+37
| +7% | +$2.55K | 0.01% | 280 |
|
|
2016
Q1 | $30K | Hold |
500
| – | – | 0.01% | 301 |
|
|
2015
Q4 | $28K | Buy |
+500
| New | +$28K | 0.01% | 323 |
|
|
2014
Q3 | – | Sell |
-599
| Closed | -$31K | – | 581 |
|
|
2014
Q2 | $31K | Buy |
599
+3
| +0.5% | +$155 | 0.01% | 258 |
|
|
2014
Q1 | $29K | Sell |
596
-617
| -51% | -$30K | 0.01% | 265 |
|
|
2013
Q4 | $59K | Sell |
1,213
-205
| -14% | -$9.97K | 0.03% | 173 |
|
|
2013
Q3 | $62K | Buy |
1,418
+4
| +0.3% | +$175 | 0.03% | 168 |
|
|
2013
Q2 | $56K | Buy |
+1,414
| New | +$56K | 0.03% | 182 |
|