IKOS CIF’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,892
| Closed | -$458K | – | 272 |
|
|
2014
Q4 | $458K | Buy |
+7,892
| New | +$458K | 0.78% | 21 |
|
|
2014
Q2 | – | Sell |
-993
| Closed | -$49K | – | 256 |
|
|
2014
Q1 | $49K | Buy |
993
+558
| +128% | +$27.5K | 0.07% | 184 |
|
|
2013
Q4 | $21K | Buy |
+435
| New | +$21K | 0.05% | 199 |
|