Frontier Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,582
| Closed | -$216K | – | 380 |
|
|
2017
Q3 | $216K | Sell |
2,582
-2,288
| -47% | -$191K | 0.03% | 347 |
|
|
2017
Q2 | $380K | Hold |
4,870
| – | – | 0.06% | 261 |
|
|
2017
Q1 | $360K | Hold |
4,870
| – | – | 0.06% | 270 |
|
|
2016
Q4 | $329K | Hold |
4,870
| – | – | 0.05% | 272 |
|
|
2016
Q3 | $328K | Buy |
+4,870
| New | +$328K | 0.05% | 262 |
|