Certified Advisory Corp’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-220
| Closed | -$27K | – | 526 |
|
|
2021
Q1 | $27K | Buy |
+220
| New | +$27K | 0.01% | 444 |
|
|
2020
Q2 | $24K | Hold |
220
| – | – | 0.01% | 410 |
|
|
2020
Q1 | $19K | Hold |
220
| – | – | 0.01% | 423 |
|
|
2019
Q4 | $25K | Hold |
220
| – | – | 0.01% | 435 |
|
|
2019
Q3 | $22K | Hold |
220
| – | – | 0.01% | 470 |
|
|
2019
Q2 | $22K | Hold |
220
| – | – | 0.01% | 468 |
|
|
2019
Q1 | $21K | Hold |
220
| – | – | 0.01% | 441 |
|
|
2018
Q4 | $18K | Sell |
220
-26
| -11% | -$2.13K | 0.01% | 451 |
|
|
2018
Q3 | $20K | Sell |
246
-1
| -0.4% | -$81 | 0.01% | 454 |
|
|
2018
Q2 | $20K | Hold |
247
| – | – | 0.01% | 434 |
|
|
2018
Q1 | $20K | Hold |
247
| – | – | 0.01% | 414 |
|
|
2017
Q4 | $19K | Buy |
+247
| New | +$19K | 0.01% | 381 |
|