Alpha Omega Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-185
| Closed | -$18K | – | 423 |
|
|
2019
Q2 | $18K | Hold |
185
| – | – | 0.01% | 381 |
|
|
2019
Q1 | $17K | Hold |
185
| – | – | 0.01% | 373 |
|
|
2018
Q4 | $15K | Hold |
185
| – | – | 0.01% | 329 |
|
|
2018
Q3 | $15K | Hold |
185
| – | – | 0.01% | 337 |
|
|
2018
Q2 | $15K | Hold |
185
| – | – | 0.01% | 341 |
|
|
2018
Q1 | $15K | Hold |
185
| – | – | 0.01% | 316 |
|
|
2017
Q4 | $15K | Hold |
185
| – | – | 0.01% | 315 |
|
|
2017
Q3 | $16K | Hold |
185
| – | – | 0.01% | 317 |
|
|
2017
Q2 | $14K | Hold |
185
| – | – | 0.01% | 321 |
|
|
2017
Q1 | $14K | Hold |
185
| – | – | 0.01% | 319 |
|
|
2016
Q4 | $13K | Buy |
+185
| New | +$13K | 0.01% | 326 |
|