B.O.S.S. Retirement Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,597
Closed -$304K 261
2023
Q3
$304K Sell
1,597
-30
-2% -$5.71K 0.07% 202
2023
Q2
$306K Buy
1,627
+319
+24% +$60K 0.07% 198
2023
Q1
$218K Buy
+1,308
New +$218K 0.05% 216