Fermata Advisors’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 |
-1,298
| Closed | -$202K | – | 149 |
|
|
2022
Q2 | $202K | Sell |
1,298
-170
| -12% | -$26.5K | 0.07% | 155 |
|
|
2022
Q1 | $251K | Sell |
1,468
-251
| -15% | -$42.9K | 0.09% | 140 |
|
|
2021
Q4 | $300K | Buy |
1,719
+87
| +5% | +$15.2K | 0.11% | 132 |
|
|
2021
Q3 | $248K | Sell |
1,632
-109
| -6% | -$16.6K | 0.11% | 147 |
|
|
2021
Q2 | $245K | Buy |
+1,741
| New | +$245K | 0.14% | 125 |
|