Covenant 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
Q1 | – | Sell |
-1,349
| Closed | -$256K | – | 202 |
|
|
2023
Q4 | $256K | Sell |
1,349
-639
| -32% | -$121K | 0.08% | 157 |
|
|
2023
Q3 | $378K | Sell |
1,988
-737
| -27% | -$140K | 0.14% | 116 |
|
|
2023
Q2 | $513K | Buy |
2,725
+865
| +47% | +$163K | 0.19% | 92 |
|
|
2023
Q1 | $310K | Buy |
1,860
+511
| +38% | +$85.1K | 0.12% | 130 |
|
|
2022
Q4 | $223K | Buy |
+1,349
| New | +$223K | 0.09% | 161 |
|