Gupta Wealth Management’s Marsh & McLennan MMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $1.64M | Buy |
26,902
+7,270
| +37% | +$442K | 0.38% | 65 |
|
2015
Q4 | $1.09M | Buy |
19,632
+17,058
| +663% | +$946K | 0.28% | 80 |
|
2015
Q3 | $134K | Buy |
2,574
+2,446
| +1,911% | +$127K | 0.03% | 301 |
|
2015
Q2 | $7K | Buy |
128
+40
| +45% | +$2.19K | ﹤0.01% | 970 |
|
2015
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 897 |
|