Castleview Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$211 | – | 771 |
|
|
2024
Q2 | $211 | Hold |
1
| – | – | ﹤0.01% | 884 |
|
|
2024
Q1 | $206 | Hold |
1
| – | – | ﹤0.01% | 866 |
|
|
2023
Q4 | $189 | Buy |
+1
| New | +$189 | ﹤0.01% | 835 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$6.8K | – | 699 |
|
|
2022
Q2 | $6.8K | Sell |
50
-185
| -79% | -$25.2K | 0.01% | 504 |
|
|
2022
Q1 | $40K | Sell |
235
-55,561
| -100% | -$9.46M | 0.02% | 373 |
|
|
2021
Q4 | $321 | Buy |
+55,796
| New | +$321 | ﹤0.01% | 597 |
|
|
2021
Q2 | $45K | Buy |
+317
| New | +$45K | 0.02% | 438 |
|