Financial Architects (New Jersey)’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-132
| Closed | -$14K | – | 562 |
|
|
2020
Q2 | $14K | Hold |
132
| – | – | ﹤0.01% | 601 |
|
|
2020
Q1 | $11K | Hold |
132
| – | – | ﹤0.01% | 602 |
|
|
2019
Q4 | $15K | Hold |
132
| – | – | ﹤0.01% | 613 |
|
|
2019
Q3 | $13K | Hold |
132
| – | – | ﹤0.01% | 670 |
|
|
2019
Q2 | $13K | Sell |
132
-1,103
| -89% | -$109K | ﹤0.01% | 725 |
|
|
2019
Q1 | $116K | Sell |
1,235
-155
| -11% | -$14.6K | 0.02% | 389 |
|
|
2018
Q4 | $111K | Sell |
1,390
-201
| -13% | -$16.1K | 0.02% | 355 |
|
|
2018
Q3 | $131K | Buy |
1,591
+219
| +16% | +$18K | 0.02% | 353 |
|
|
2018
Q2 | $112K | Sell |
1,372
-32
| -2% | -$2.61K | 0.02% | 389 |
|
|
2018
Q1 | $116K | Sell |
1,404
-1,238
| -47% | -$102K | 0.02% | 380 |
|
|
2017
Q4 | $215K | Sell |
2,642
-68
| -3% | -$5.53K | 0.04% | 286 |
|
|
2017
Q3 | $227K | Buy |
2,710
+1,010
| +59% | +$84.6K | 0.04% | 279 |
|
|
2017
Q2 | $133K | Sell |
1,700
-71
| -4% | -$5.56K | 0.02% | 374 |
|
|
2017
Q1 | $131K | Sell |
1,771
-81
| -4% | -$5.99K | 0.02% | 376 |
|
|
2016
Q4 | $125K | Sell |
1,852
-292
| -14% | -$19.7K | 0.03% | 341 |
|
|
2016
Q3 | $144K | Hold |
2,144
| – | – | 0.04% | 318 |
|
|
2016
Q2 | $146K | Buy |
2,144
+1,641
| +326% | +$112K | 0.04% | 305 |
|
|
2016
Q1 | $31K | Buy |
+503
| New | +$31K | 0.01% | 485 |
|
|
2015
Q3 | – | Sell |
-503
| Closed | -$29K | – | 616 |
|
|
2015
Q2 | $29K | Buy |
503
+136
| +37% | +$7.84K | 0.01% | 535 |
|
|
2015
Q1 | $21K | Sell |
367
-220
| -37% | -$12.6K | 0.01% | 565 |
|
|
2014
Q4 | $34K | Buy |
587
+352
| +150% | +$20.4K | 0.01% | 412 |
|
|
2014
Q3 | $12K | Hold |
235
| – | – | 0.01% | 554 |
|
|
2014
Q2 | $12K | Buy |
+235
| New | +$12K | 0.01% | 587 |
|
|
2013
Q4 | – | Sell |
-1
| Closed | – | – | 397 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 763 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 633 |
|