Eudaimonia Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,711
| Closed | -$731K | – | 393 |
|
|
2022
Q2 | $731K | Buy |
4,711
+103
| +2% | +$16K | 0.13% | 171 |
|
|
2022
Q1 | $785K | Buy |
+4,608
| New | +$785K | 0.13% | 180 |
|
|
2021
Q3 | $698K | Hold |
4,608
| – | – | 0.13% | 193 |
|
|
2021
Q2 | $648K | Buy |
4,608
+3,584
| +350% | +$504K | 0.12% | 195 |
|
|
2021
Q1 | $125K | Buy |
1,024
+25
| +3% | +$3.05K | 0.03% | 426 |
|
|
2020
Q4 | $116K | Sell |
999
-25
| -2% | -$2.9K | 0.03% | 411 |
|
|
2020
Q3 | $117K | Sell |
1,024
-266
| -21% | -$30.4K | 0.03% | 373 |
|
|
2020
Q2 | $138K | Sell |
1,290
-318
| -20% | -$34K | 0.05% | 291 |
|
|
2020
Q1 | $140K | Buy |
1,608
+609
| +61% | +$53K | 0.06% | 260 |
|
|
2019
Q4 | $111K | Buy |
+999
| New | +$111K | 0.04% | 337 |
|