CSat Investment Advisory’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $13K | Buy |
106
+20
| +23% | +$2.45K | 0.01% | 429 |
|
|
2020
Q4 | $10K | Sell |
86
-1,594
| -95% | -$185K | 0.01% | 429 |
|
|
2020
Q3 | $193K | Buy |
1,680
+147
| +10% | +$16.9K | 0.02% | 280 |
|
|
2020
Q2 | $165K | Buy |
1,533
+244
| +19% | +$26.3K | 0.02% | 348 |
|
|
2020
Q1 | $111K | Buy |
1,289
+152
| +13% | +$13.1K | 0.02% | 322 |
|
|
2019
Q4 | $126K | Buy |
1,137
+176
| +18% | +$19.5K | 0.03% | 316 |
|
|
2019
Q3 | $97K | Buy |
961
+93
| +11% | +$9.39K | 0.03% | 322 |
|
|
2019
Q2 | $87K | Buy |
868
+797
| +1,123% | +$79.9K | 0.03% | 322 |
|
|
2019
Q1 | $7K | Sell |
71
-2
| -3% | -$197 | ﹤0.01% | 472 |
|
|
2018
Q4 | $6K | Buy |
73
+18
| +33% | +$1.48K | ﹤0.01% | 471 |
|
|
2018
Q3 | $5K | Buy |
55
+6
| +12% | +$545 | ﹤0.01% | 468 |
|
|
2018
Q2 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 485 |
|