Daiwa SB Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $739K | Sell |
7,870
-1,580
| -17% | -$148K | 0.15% | 84 |
|
|
2018
Q4 | $754K | Buy |
9,450
+1,780
| +23% | +$142K | 0.17% | 85 |
|
|
2018
Q3 | $634K | Buy |
7,670
+640
| +9% | +$52.9K | 0.13% | 98 |
|
|
2018
Q2 | $576K | Buy |
7,030
+130
| +2% | +$10.7K | 0.14% | 98 |
|
|
2018
Q1 | $570K | Sell |
6,900
-2,120
| -24% | -$175K | 0.17% | 101 |
|
|
2017
Q4 | $734K | Sell |
9,020
-380
| -4% | -$30.9K | 0.19% | 91 |
|
|
2017
Q3 | $788K | Buy |
9,400
+750
| +9% | +$62.9K | 0.22% | 61 |
|
|
2017
Q2 | $674K | Sell |
8,650
-1,100
| -11% | -$85.7K | 0.18% | 81 |
|
|
2017
Q1 | $720K | Sell |
9,750
-650
| -6% | -$48K | 0.19% | 81 |
|
|
2016
Q4 | $703K | Buy |
10,400
+1,050
| +11% | +$71K | 0.18% | 81 |
|
|
2016
Q3 | $629K | Sell |
9,350
-3,770
| -29% | -$254K | 0.16% | 95 |
|
|
2016
Q2 | $898K | Sell |
13,120
-4,860
| -27% | -$333K | 0.26% | 65 |
|
|
2016
Q1 | $1.09M | Sell |
17,980
-19,152
| -52% | -$1.16M | 0.28% | 71 |
|
|
2015
Q4 | $2.06M | Sell |
37,132
-3,868
| -9% | -$214K | 0.48% | 43 |
|
|
2015
Q3 | $2.14M | Buy |
+41,000
| New | +$2.14M | 0.49% | 48 |
|
|
2014
Q1 | – | Sell |
-1,100
| Closed | -$53K | – | 140 |
|
|
2013
Q4 | $53K | Hold |
1,100
| – | – | 0.01% | 122 |
|
|
2013
Q3 | $48K | Hold |
1,100
| – | – | 0.01% | 128 |
|
|
2013
Q2 | $44K | Buy |
+1,100
| New | +$44K | 0.01% | 137 |
|