Curi Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,412
| Closed | -$219K | – | 499 |
|
|
2022
Q2 | $219K | Sell |
1,412
-119
| -8% | -$18.5K | 0.04% | 105 |
|
|
2022
Q1 | $260K | Buy |
1,531
+448
| +41% | +$76.1K | 0.05% | 98 |
|
|
2021
Q4 | $188K | Buy |
+1,083
| New | +$188K | 0.03% | 113 |
|
|
2021
Q1 | – | Sell |
-1,084
| Closed | -$126K | – | 333 |
|
|
2020
Q4 | $126K | Buy |
+1,084
| New | +$126K | 0.09% | 106 |
|