Integrated Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,300
| Closed | -$155K | – | 721 |
|
|
2016
Q3 | $155K | Sell |
2,300
-161
| -7% | -$10.9K | 0.06% | 262 |
|
|
2016
Q2 | $168K | Hold |
2,461
| – | – | 0.06% | 234 |
|
|
2016
Q1 | $150K | Sell |
2,461
-702
| -22% | -$42.8K | 0.06% | 236 |
|
|
2015
Q4 | $175K | Hold |
3,163
| – | – | 0.08% | 205 |
|
|
2015
Q3 | $165K | Hold |
3,163
| – | – | 0.07% | 207 |
|
|
2015
Q2 | $179K | Sell |
3,163
-135
| -4% | -$7.64K | 0.07% | 206 |
|
|
2015
Q1 | $184K | Buy |
+3,298
| New | +$184K | 0.08% | 195 |
|