DoubleLine ETF Adviser’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,728
| Closed | -$1.72M | – | 194 |
|
|
2024
Q3 | $1.72M | Sell |
7,728
-506
| -6% | -$113K | 0.42% | 68 |
|
|
2024
Q2 | $1.74M | Sell |
8,234
-332
| -4% | -$70K | 0.46% | 52 |
|
|
2024
Q1 | $1.76M | Buy |
8,566
+320
| +4% | +$65.9K | 0.45% | 63 |
|
|
2023
Q4 | $1.56M | Buy |
8,246
+639
| +8% | +$121K | 0.45% | 53 |
|
|
2023
Q3 | $1.45M | Buy |
7,607
+464
| +6% | +$88.3K | 0.52% | 39 |
|
|
2023
Q2 | $1.34M | Buy |
7,143
+1,544
| +28% | +$290K | 0.5% | 52 |
|
|
2023
Q1 | $933K | Sell |
5,599
-1,398
| -20% | -$233K | 0.4% | 57 |
|
|
2022
Q4 | $1.16M | Buy |
+6,997
| New | +$1.16M | 0.59% | 41 |
|