Halpern Financial’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.57K | Hold |
16
| – | – | ﹤0.01% | 193 |
|
|
2024
Q2 | $3.37K | Buy |
+16
| New | +$3.37K | ﹤0.01% | 189 |
|
|
2021
Q2 | – | Sell |
-7
| Closed | -$853 | – | 256 |
|
|
2021
Q1 | $853 | Sell |
7
-93
| -93% | -$11.3K | ﹤0.01% | 236 |
|
|
2020
Q4 | $11.7K | Hold |
100
| – | – | 0.01% | 114 |
|
|
2020
Q3 | $11.5K | Hold |
100
| – | – | 0.01% | 104 |
|
|
2020
Q2 | $10.7K | Hold |
100
| – | – | 0.01% | 94 |
|
|
2020
Q1 | $8.65K | Hold |
100
| – | – | 0.01% | 90 |
|
|
2019
Q4 | $11.1K | Buy |
+100
| New | +$11.1K | 0.01% | 112 |
|