Capital Investment Advisory Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,529
| Closed | -$379K | – | 651 |
|
|
2020
Q2 | $379K | Buy |
3,529
+50
| +1% | +$5.37K | 0.08% | 220 |
|
|
2020
Q1 | $301K | Buy |
3,479
+27
| +0.8% | +$2.34K | 0.07% | 230 |
|
|
2019
Q4 | $385K | Sell |
3,452
-104
| -3% | -$11.6K | 0.1% | 195 |
|
|
2019
Q3 | $356K | Sell |
3,556
-111
| -3% | -$11.1K | 0.1% | 187 |
|
|
2019
Q2 | $370K | Buy |
3,667
+3,456
| +1,638% | +$349K | 0.11% | 191 |
|
|
2019
Q1 | $20K | Hold |
211
| – | – | 0.01% | 685 |
|
|
2018
Q4 | $17K | Buy |
+211
| New | +$17K | 0.01% | 675 |
|