Impact Partnership Wealth’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-17
Closed -$3.24K 1005
2023
Q3
$3.24K Sell
17
-87
-84% -$16.6K ﹤0.01% 754
2023
Q2
$19.6K Buy
+104
New +$19.6K 0.01% 340