FDO Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,402
| Closed | -$847K | – | 81 |
|
|
2017
Q4 | $847K | Buy |
+10,402
| New | +$847K | 0.72% | 36 |
|
|
2017
Q1 | – | Sell |
-11,244
| Closed | -$760K | – | 261 |
|
|
2016
Q4 | $760K | Buy |
+11,244
| New | +$760K | 0.31% | 126 |
|
|
2016
Q1 | – | Sell |
-21,296
| Closed | -$1.18M | – | 297 |
|
|
2015
Q4 | $1.18M | Buy |
+21,296
| New | +$1.18M | 0.67% | 51 |
|