Heartwood Wealth Management’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-2,209
Closed -$134K 19
2016
Q1
$134K Hold
2,209
0.19% 10
2015
Q4
$122K Buy
+2,209
New +$122K 0.13% 10