Archford Capital Strategies’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-40
| Closed | -$2K | – | 744 |
|
|
2016
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 520 |
|
|
2016
Q3 | $2K | Sell |
40
-40
| -50% | -$2K | ﹤0.01% | 532 |
|
|
2016
Q2 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 451 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$6K | – | 434 |
|
|
2015
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 526 |
|
|
2015
Q3 | $4K | Buy |
80
+40
| +100% | +$2K | ﹤0.01% | 469 |
|
|
2015
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 497 |
|
|
2015
Q1 | $2.24K | Hold |
40
| – | – | ﹤0.01% | 508 |
|
|
2014
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 522 |
|
|
2014
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 512 |
|
|
2014
Q2 | $2.07K | Hold |
40
| – | – | ﹤0.01% | 682 |
|
|
2014
Q1 | $1.97K | Buy |
+40
| New | +$1.97K | ﹤0.01% | 648 |
|