DA
Duality Advisers’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,187
| Closed | -$3.46M | – | 676 |
|
|
2023
Q3 | $3.46M | Buy |
+18,187
| New | +$3.46M | 0.42% | 59 |
|
|
2023
Q1 | – | Sell |
-32,132
| Closed | -$5.32M | – | 695 |
|
|
2022
Q4 | $5.32M | Buy |
+32,132
| New | +$5.32M | 0.61% | 6 |
|
|
2022
Q3 | – | Sell |
-7,517
| Closed | -$1.17M | – | 663 |
|
|
2022
Q2 | $1.17M | Buy |
+7,517
| New | +$1.17M | 0.12% | 320 |
|
|
2022
Q1 | – | Sell |
-29,619
| Closed | -$5.15M | – | 755 |
|
|
2021
Q4 | $5.15M | Sell |
29,619
-21,421
| -42% | -$3.72M | 0.56% | 30 |
|
|
2021
Q3 | $7.73M | Buy |
+51,040
| New | +$7.73M | 0.59% | 9 |
|
|
2021
Q2 | – | Sell |
-9,653
| Closed | -$1.18M | – | 662 |
|
|
2021
Q1 | $1.18M | Sell |
9,653
-69,929
| -88% | -$8.52M | 0.1% | 316 |
|
|
2020
Q4 | $9.31M | Buy |
79,582
+57,922
| +267% | +$6.78M | 0.69% | 21 |
|
|
2020
Q3 | $2.48M | Buy |
21,660
+15,710
| +264% | +$1.8M | 0.16% | 180 |
|
|
2020
Q2 | $639K | Buy |
+5,950
| New | +$639K | 0.06% | 289 |
|
|
2019
Q4 | – | Sell |
-46,840
| Closed | -$4.69M | – | 415 |
|
|
2019
Q3 | $4.69M | Buy |
46,840
+11,550
| +33% | +$1.16M | 0.26% | 126 |
|
|
2019
Q2 | $3.52M | Sell |
35,290
-15,130
| -30% | -$1.51M | 0.31% | 100 |
|
|
2019
Q1 | $4.73M | Buy |
+50,420
| New | +$4.73M | 0.28% | 108 |
|