Gratry & Company’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 |
-3,405
| Closed | -$285K | – | 92 |
|
|
2017
Q3 | $285K | Sell |
3,405
-265
| -7% | -$22.2K | 0.35% | 61 |
|
|
2017
Q2 | $286K | Sell |
3,670
-135
| -4% | -$10.5K | 0.35% | 60 |
|
|
2017
Q1 | $281K | Sell |
3,805
-25
| -0.7% | -$1.85K | 0.34% | 62 |
|
|
2016
Q4 | $259K | Sell |
3,830
-405
| -10% | -$27.4K | 0.23% | 60 |
|
|
2016
Q3 | $285K | Buy |
+4,235
| New | +$285K | 0.22% | 55 |
|