Chemical Bank’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $499K | Sell |
5,000
-143
| -3% | -$14.3K | 0.06% | 250 |
|
|
2019
Q1 | $483K | Hold |
5,143
| – | – | 0.05% | 250 |
|
|
2018
Q4 | $410K | Hold |
5,143
| – | – | 0.05% | 269 |
|
|
2018
Q3 | $425K | Sell |
5,143
-254
| -5% | -$21K | 0.04% | 278 |
|
|
2018
Q2 | $442K | Hold |
5,397
| – | – | 0.05% | 266 |
|
|
2018
Q1 | $446K | Buy |
5,397
+293
| +6% | +$24.2K | 0.05% | 258 |
|
|
2017
Q4 | $415K | Buy |
+5,104
| New | +$415K | 0.04% | 275 |
|
|
2017
Q3 | – | Sell |
-6,975
| Closed | -$544K | – | 369 |
|
|
2017
Q2 | $544K | Sell |
6,975
-50
| -0.7% | -$3.9K | 0.06% | 244 |
|
|
2017
Q1 | $519K | Hold |
7,025
| – | – | 0.06% | 240 |
|
|
2016
Q4 | $475K | Buy |
+7,025
| New | +$475K | 0.05% | 241 |
|