Integrated Investment Consultants’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,958
| Closed | -$162K | – | 502 |
|
|
2018
Q1 | $162K | Buy |
+1,958
| New | +$162K | 0.06% | 224 |
|
|
2017
Q3 | $164K | Sell |
1,958
-347
| -15% | -$29.1K | 0.07% | 189 |
|
|
2017
Q2 | $180K | Hold |
2,305
| – | – | 0.08% | 168 |
|
|
2017
Q1 | $170K | Hold |
2,305
| – | – | 0.08% | 174 |
|
|
2016
Q4 | $156K | Sell |
2,305
-51
| -2% | -$3.45K | 0.07% | 185 |
|
|
2016
Q3 | $155K | Hold |
2,356
| – | – | 0.08% | 175 |
|
|
2016
Q2 | $161K | Buy |
2,356
+228
| +11% | +$15.6K | 0.09% | 168 |
|
|
2016
Q1 | $129K | Buy |
+2,128
| New | +$129K | 0.07% | 181 |
|