FormulaFolio Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $11K | Hold |
80
| – | – | ﹤0.01% | 250 |
|
|
2021
Q1 | $11K | Sell |
80
-1,772
| -96% | -$244K | ﹤0.01% | 251 |
|
|
2020
Q4 | $217K | Buy |
+1,852
| New | +$217K | ﹤0.01% | 613 |
|
|
2016
Q4 | – | Sell |
-13,673
| Closed | -$920K | – | 201 |
|
|
2016
Q3 | $920K | Sell |
13,673
-865
| -6% | -$58.2K | 0.14% | 56 |
|
|
2016
Q2 | $995K | Buy |
+14,538
| New | +$995K | 0.17% | 45 |
|