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

Heartwood Wealth Management’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell
2016 Q1	$134K	Hold
2015 Q4	$122K	Buy