Industrial Alliance Investment Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,700
| Closed | -$320K | – | 108 |
|
|
2023
Q2 | $320K | Sell |
1,700
-14,748
| -90% | -$2.78M | 0.17% | 56 |
|
|
2023
Q1 | $2.74M | Sell |
16,448
-9,695
| -37% | -$1.61M | 0.08% | 197 |
|
|
2022
Q4 | $4.33M | Buy |
26,143
+248
| +1% | +$41K | 0.12% | 154 |
|
|
2022
Q3 | $3.87M | Buy |
25,895
+1,195
| +5% | +$178K | 0.11% | 164 |
|
|
2022
Q2 | $3.84M | Sell |
24,700
-1,370
| -5% | -$213K | 0.11% | 165 |
|
|
2022
Q1 | $4.44M | Sell |
26,070
-2,117
| -8% | -$361K | 0.11% | 170 |
|
|
2021
Q4 | $4.9M | Buy |
+28,187
| New | +$4.9M | 0.11% | 165 |
|