Evolution Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-428
| Closed | -$65K | – | 447 |
|
|
2021
Q3 | $65K | Buy |
428
+167
| +64% | +$25.4K | 0.01% | 180 |
|
|
2021
Q2 | $37K | Sell |
261
-3
| -1% | -$425 | 0.01% | 236 |
|
|
2021
Q1 | $32K | Hold |
264
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $31K | Hold |
264
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $30K | Buy |
264
+170
| +181% | +$19.3K | 0.01% | 230 |
|
|
2020
Q2 | $10K | Buy |
+94
| New | +$10K | ﹤0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-81
| Closed | -$9K | – | 528 |
|
|
2019
Q4 | $9K | Buy |
81
+16
| +25% | +$1.78K | ﹤0.01% | 320 |
|
|
2019
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 234 |
|
|
2019
Q2 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 244 |
|