Braver 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
2016
Q4
$667K Buy
9,863
+1,451
+17% +$98.1K 0.11% 107
2016
Q3
$566K Hold
8,412
0.09% 105
2016
Q2
$576K Sell
8,412
-882
-9% -$60.4K 0.1% 93
2016
Q1
$565K Buy
+9,294
New +$565K 0.09% 100