Hillsdale Investment Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-55
| Closed | -$6K | – | 632 |
|
|
2020
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $6K | Buy |
55
+30
| +120% | +$3.27K | ﹤0.01% | 531 |
|
|
2020
Q2 | $3K | Sell |
25
-10
| -29% | -$1.2K | ﹤0.01% | 524 |
|
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 546 |
|
|
2019
Q4 | $4K | Sell |
35
-5
| -13% | -$571 | ﹤0.01% | 546 |
|
|
2019
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 567 |
|
|
2019
Q2 | $4K | Buy |
40
+5
| +14% | +$500 | ﹤0.01% | 552 |
|
|
2019
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 565 |
|
|
2018
Q4 | $3K | Sell |
35
-20
| -36% | -$1.71K | ﹤0.01% | 532 |
|
|
2018
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 398 |
|
|
2018
Q2 | $5K | Buy |
55
+5
| +10% | +$455 | ﹤0.01% | 418 |
|
|
2018
Q1 | $4K | Buy |
50
+5
| +11% | +$400 | ﹤0.01% | 403 |
|
|
2017
Q4 | $4K | Sell |
45
-5
| -10% | -$444 | ﹤0.01% | 418 |
|
|
2017
Q3 | $4K | Sell |
50
-25
| -33% | -$2K | ﹤0.01% | 406 |
|
|
2017
Q2 | $6K | Sell |
75
-5
| -6% | -$400 | ﹤0.01% | 378 |
|
|
2017
Q1 | $6K | Buy |
80
+5
| +7% | +$375 | ﹤0.01% | 381 |
|
|
2016
Q4 | $5K | Buy |
75
+5
| +7% | +$333 | ﹤0.01% | 392 |
|
|
2016
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 415 |
|
|
2016
Q2 | $5K | Buy |
70
+20
| +40% | +$1.43K | ﹤0.01% | 425 |
|
|
2016
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 431 |
|
|
2015
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 429 |
|