Heartland Bank & Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,480
| Closed | -$818K | – | 144 |
|
|
2022
Q3 | $818K | Sell |
5,480
-150
| -3% | -$22.4K | 0.78% | 33 |
|
|
2022
Q2 | $874K | Buy |
5,630
+143
| +3% | +$22.2K | 0.78% | 35 |
|
|
2022
Q1 | $935K | Sell |
5,487
-171
| -3% | -$29.1K | 0.71% | 39 |
|
|
2021
Q4 | $983K | Buy |
5,658
+88
| +2% | +$15.3K | 0.73% | 41 |
|
|
2021
Q3 | $843K | Buy |
+5,570
| New | +$843K | 0.73% | 39 |
|