Calton & Associates’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-11,838
Closed -$978K 355
2018
Q1
$978K Buy
11,838
+9,707
+456% +$802K 0.28% 75
2017
Q4
$176K Buy
+2,131
New +$176K 0.04% 370