Highland Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,817
| Closed | -$271K | – | 97 |
|
|
2022
Q3 | $271K | Buy |
1,817
+106
| +6% | +$15.8K | 0.04% | 144 |
|
|
2022
Q2 | $266K | Buy |
1,711
+116
| +7% | +$18K | 0.04% | 144 |
|
|
2022
Q1 | $271K | Buy |
1,595
+17
| +1% | +$2.89K | 0.04% | 149 |
|
|
2021
Q4 | $274K | Buy |
1,578
+89
| +6% | +$15.5K | 0.03% | 152 |
|
|
2021
Q3 | $225K | Buy |
+1,489
| New | +$225K | 0.03% | 165 |
|