Graves Light Lenhart Wealth’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-254
| Closed | -$44K | – | 724 |
|
|
2021
Q4 | $44K | Hold |
254
| – | – | 0.01% | 418 |
|
|
2021
Q3 | $38K | Hold |
254
| – | – | 0.01% | 412 |
|
|
2021
Q2 | $36K | Sell |
254
-36
| -12% | -$5.1K | 0.01% | 419 |
|
|
2021
Q1 | $35K | Hold |
290
| – | – | 0.01% | 421 |
|
|
2020
Q4 | $34K | Buy |
+290
| New | +$34K | 0.01% | 415 |
|