Independent Portfolio Consultants’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $300K | Sell |
3,843
-2,042
| -35% | -$159K | 0.12% | 239 |
|
|
2017
Q1 | $435K | Sell |
5,885
-3,165
| -35% | -$234K | 0.15% | 227 |
|
|
2016
Q4 | $612K | Buy |
9,050
+415
| +5% | +$28.1K | 0.2% | 186 |
|
|
2016
Q3 | $581K | Buy |
+8,635
| New | +$581K | 0.18% | 204 |
|
|
2015
Q2 | – | Sell |
-64
| Closed | -$4K | – | 1027 |
|
|
2015
Q1 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 784 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 925 |
|