IWA
IBEX Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,259
| Closed | -$267K | – | 177 |
|
|
2024
Q4 | $267K | Buy |
+1,259
| New | +$267K | 0.03% | 187 |
|
|
2024
Q3 | – | Sell |
-1,127
| Closed | -$237K | – | 196 |
|
|
2024
Q2 | $237K | Buy |
+1,127
| New | +$237K | 0.04% | 122 |
|
|
2019
Q3 | – | Sell |
-493
| Closed | -$49K | – | 246 |
|
|
2019
Q2 | $49K | Buy |
+493
| New | +$49K | 0.01% | 223 |
|