Invictus RG’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-1,267
| Closed | -$106K | – | 398 |
|
2017
Q3 | $106K | Buy |
+1,267
| New | +$106K | 0.1% | 283 |
|
2017
Q2 | – | Sell |
-8,172
| Closed | -$604K | – | 754 |
|
2017
Q1 | $604K | Buy |
8,172
+7,347
| +891% | +$543K | 0.41% | 25 |
|
2016
Q4 | $56K | Buy |
825
+603
| +272% | +$40.9K | 0.04% | 456 |
|
2016
Q3 | $15K | Buy |
+222
| New | +$15K | 0.01% | 608 |
|