CWA
Constellation Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,061
| Closed | -$457K | – | 127 |
|
|
2015
Q2 | $457K | Sell |
8,061
-2,290
| -22% | -$130K | 0.04% | 140 |
|
|
2015
Q1 | $581K | Buy |
10,351
+270
| +3% | +$15.2K | 0.05% | 136 |
|
|
2014
Q4 | $577K | Hold |
10,081
| – | – | 0.05% | 134 |
|
|
2014
Q3 | $528K | Buy |
+10,081
| New | +$528K | 0.05% | 140 |
|