Capitolis Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-165,037
| Closed | -$28.7M | – | 351 |
|
|
2021
Q4 | $28.7M | Buy |
165,037
+78,477
| +91% | +$13.6M | 0.17% | 117 |
|
|
2021
Q3 | $14M | Sell |
86,560
-20,807
| -19% | -$3.37M | 0.13% | 139 |
|
|
2021
Q2 | $15.1M | Sell |
107,367
-41,784
| -28% | -$5.88M | 0.18% | 128 |
|
|
2021
Q1 | $18.2M | Sell |
149,151
-109,093
| -42% | -$13.3M | 0.31% | 81 |
|
|
2020
Q4 | $30.2M | Buy |
+258,244
| New | +$30.2M | 0.51% | 41 |
|