Disciplined Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26
| Closed | -$4.89K | – | 981 |
|
|
2023
Q2 | $4.89K | Buy |
26
+2
| +8% | +$376 | ﹤0.01% | 425 |
|
|
2023
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 474 |
|
|
2022
Q4 | $3.97K | Sell |
24
-2
| -8% | -$331 | ﹤0.01% | 438 |
|
|
2022
Q3 | $4K | Buy |
26
+5
| +24% | +$769 | ﹤0.01% | 466 |
|
|
2022
Q2 | $3K | Sell |
21
-2
| -9% | -$286 | ﹤0.01% | 562 |
|
|
2022
Q1 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 507 |
|