Intellectus Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-531
| Closed | -$44K | – | 417 |
|
|
2018
Q3 | $44K | Hold |
531
| – | – | 0.02% | 348 |
|
|
2018
Q2 | $44K | Hold |
531
| – | – | 0.02% | 352 |
|
|
2018
Q1 | $44K | Hold |
531
| – | – | 0.02% | 357 |
|
|
2017
Q4 | $43K | Hold |
531
| – | – | 0.02% | 353 |
|
|
2017
Q3 | $45K | Hold |
531
| – | – | 0.02% | 403 |
|
|
2017
Q2 | $41K | Hold |
531
| – | – | 0.02% | 401 |
|
|
2017
Q1 | $39K | Hold |
531
| – | – | 0.02% | 374 |
|
|
2016
Q4 | $36K | Buy |
+531
| New | +$36K | 0.02% | 375 |
|