Beacon Pointe Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $942K | Sell |
8,458
-122
| -1% | -$13.6K | 0.17% | 108 |
|
|
2019
Q3 | $859K | Buy |
8,580
+2,904
| +51% | +$291K | 0.18% | 109 |
|
|
2019
Q2 | $566K | Hold |
5,676
| – | – | 0.12% | 148 |
|
|
2019
Q1 | $533K | Sell |
5,676
-225
| -4% | -$21.1K | 0.12% | 142 |
|
|
2018
Q4 | $471K | Buy |
+5,901
| New | +$471K | 0.17% | 133 |
|