B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-35
| Closed | -$1K | – | 519 |
|
|
2015
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 985 |
|
|
2015
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 997 |
|
|
2014
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 945 |
|
|
2014
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 1035 |
|
|
2014
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 1075 |
|
|
2014
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1006 |
|