Ferris Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-474
| Closed | -$45K | – | 444 |
|
|
2019
Q1 | $45K | Hold |
474
| – | – | 0.02% | 278 |
|
|
2018
Q4 | $38K | Hold |
474
| – | – | 0.02% | 271 |
|
|
2018
Q3 | $39K | Sell |
474
-87
| -16% | -$7.16K | 0.02% | 283 |
|
|
2018
Q2 | $46K | Hold |
561
| – | – | 0.02% | 263 |
|
|
2018
Q1 | $46K | Buy |
+561
| New | +$46K | 0.02% | 292 |
|
|
2017
Q3 | – | Sell |
-521
| Closed | -$41K | – | 415 |
|
|
2017
Q2 | $41K | Buy |
+521
| New | +$41K | 0.02% | 271 |
|