Bollard Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-65
| Closed | -$12K | – | 575 |
|
|
2023
Q2 | $12K | Buy |
+65
| New | +$12K | ﹤0.01% | 285 |
|
|
2022
Q2 | – | Sell |
-2,948
| Closed | -$502K | – | 356 |
|
|
2022
Q1 | $502K | Buy |
2,948
+10
| +0.3% | +$1.7K | 0.02% | 171 |
|
|
2021
Q4 | $511K | Buy |
2,938
+10
| +0.3% | +$1.74K | 0.02% | 175 |
|
|
2021
Q3 | $443K | Buy |
2,928
+10
| +0.3% | +$1.51K | 0.01% | 175 |
|
|
2021
Q2 | $411K | Buy |
2,918
+10
| +0.3% | +$1.41K | 0.01% | 170 |
|
|
2021
Q1 | $354K | Hold |
2,908
| – | – | 0.01% | 173 |
|
|
2020
Q4 | $340K | Hold |
2,908
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $334K | Hold |
2,908
| – | – | 0.01% | 166 |
|
|
2020
Q2 | $312K | Buy |
+2,908
| New | +$312K | 0.01% | 159 |
|