IAG Wealth Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65
| Closed | -$10.8K | – | 477 |
|
|
2022
Q4 | $10.8K | Buy |
+65
| New | +$10.8K | ﹤0.01% | 278 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | -$3K | – | 411 |
|
|
2020
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 317 |
|
|
2020
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 340 |
|
|
2019
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 346 |
|