Barnett & Company’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42
| Closed | -$5K | – | 410 |
|
|
2019
Q4 | $5K | Buy |
42
+32
| +320% | +$3.81K | ﹤0.01% | 379 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 384 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | -$6K | – | 338 |
|
|
2017
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 325 |
|
|
2017
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 304 |
|
|
2016
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 341 |
|
|
2016
Q3 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 363 |
|