InterOcean Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $244K | Buy |
+2,274
| New | +$244K | 0.02% | 164 |
|
|
2020
Q1 | – | Sell |
-2,274
| Closed | -$253K | – | 189 |
|
|
2019
Q4 | $253K | Hold |
2,274
| – | – | 0.02% | 172 |
|
|
2019
Q3 | $228K | Hold |
2,274
| – | – | 0.02% | 180 |
|
|
2019
Q2 | $227K | Hold |
2,274
| – | – | 0.02% | 165 |
|
|
2019
Q1 | $214K | Buy |
+2,274
| New | +$214K | 0.02% | 166 |
|
|
2018
Q3 | – | Sell |
-2,860
| Closed | -$234K | – | 205 |
|
|
2018
Q2 | $234K | Buy |
+2,860
| New | +$234K | 0.03% | 183 |
|
|
2018
Q1 | – | Sell |
-4,360
| Closed | -$355K | – | 183 |
|
|
2017
Q4 | $355K | Buy |
4,360
+1,500
| +52% | +$122K | 0.05% | 127 |
|
|
2017
Q3 | $240K | Hold |
2,860
| – | – | 0.04% | 143 |
|
|
2017
Q2 | $223K | Hold |
2,860
| – | – | 0.04% | 139 |
|
|
2017
Q1 | $211K | Sell |
2,860
-813
| -22% | -$60K | 0.04% | 139 |
|
|
2016
Q4 | $248K | Sell |
3,673
-200
| -5% | -$13.5K | 0.05% | 133 |
|
|
2016
Q3 | $260K | Buy |
3,873
+586
| +18% | +$39.3K | 0.06% | 129 |
|
|
2016
Q2 | $225K | Buy |
+3,287
| New | +$225K | 0.05% | 136 |
|