IQ EQ Fund Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,223
| Closed | -$337K | – | 250 |
|
|
2021
Q3 | $337K | Hold |
2,223
| – | – | 0.05% | 216 |
|
|
2021
Q2 | $313K | Hold |
2,223
| – | – | 0.05% | 225 |
|
|
2021
Q1 | $271K | Buy |
2,223
+237
| +12% | +$28.9K | 0.05% | 229 |
|
|
2020
Q4 | $232K | Hold |
1,986
| – | – | 0.05% | 217 |
|
|
2020
Q3 | $228K | Hold |
1,986
| – | – | 0.07% | 181 |
|
|
2020
Q2 | $213K | Buy |
+1,986
| New | +$213K | 0.07% | 179 |
|