Ergoteles’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,416
| Closed | -$1.89M | – | 1569 |
|
|
2022
Q4 | $1.89M | Sell |
11,416
-4,952
| -30% | -$819K | 0.07% | 296 |
|
|
2022
Q3 | $2.44M | Buy |
+16,368
| New | +$2.44M | 0.09% | 231 |
|
|
2022
Q2 | – | Sell |
-2,953
| Closed | -$503K | – | 1861 |
|
|
2022
Q1 | $503K | Buy |
+2,953
| New | +$503K | 0.02% | 658 |
|
|
2021
Q3 | – | Sell |
-79,300
| Closed | -$11.2M | – | 1499 |
|
|
2021
Q2 | $11.2M | Buy |
79,300
+33,908
| +75% | +$4.77M | 0.26% | 117 |
|
|
2021
Q1 | $5.53M | Buy |
45,392
+2,192
| +5% | +$267K | 0.17% | 155 |
|
|
2020
Q4 | $5.05M | Buy |
43,200
+11,600
| +37% | +$1.36M | 0.17% | 139 |
|
|
2020
Q3 | $3.63M | Buy |
+31,600
| New | +$3.63M | 0.48% | 41 |
|