Integrated Wealth Management’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$155K Sell
2016
Q2
$168K Hold
2016
Q1
$150K Sell
2015
Q4
$175K Hold
2015
Q3
$165K Hold
2015
Q2
$179K Sell
2015
Q1
$184K Buy