JMFC
J.M. Forbes & Co’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,600
| Closed | -$401K | – | 100 |
|
|
2019
Q4 | $401K | Hold |
3,600
| – | – | 0.07% | 81 |
|
|
2019
Q3 | $360K | Hold |
3,600
| – | – | 0.07% | 81 |
|
|
2019
Q2 | $359K | Hold |
3,600
| – | – | 0.07% | 80 |
|
|
2019
Q1 | $338K | Sell |
3,600
-37
| -1% | -$3.47K | 0.07% | 81 |
|
|
2018
Q4 | $290K | Hold |
3,637
| – | – | 0.07% | 85 |
|
|
2018
Q3 | $301K | Hold |
3,637
| – | – | 0.06% | 87 |
|
|
2018
Q2 | $298K | Hold |
3,637
| – | – | 0.07% | 87 |
|
|
2018
Q1 | $300K | Hold |
3,637
| – | – | 0.07% | 88 |
|
|
2017
Q4 | $296K | Buy |
3,637
+37
| +1% | +$3.01K | 0.07% | 92 |
|
|
2017
Q3 | $301K | Hold |
3,600
| – | – | 0.08% | 83 |
|
|
2017
Q2 | $280K | Hold |
3,600
| – | – | 0.07% | 85 |
|
|
2017
Q1 | $266K | Hold |
3,600
| – | – | 0.07% | 88 |
|
|
2016
Q4 | $243K | Hold |
3,600
| – | – | 0.07% | 88 |
|
|
2016
Q3 | $242K | Hold |
3,600
| – | – | 0.07% | 87 |
|
|
2016
Q2 | $246K | Hold |
3,600
| – | – | 0.07% | 86 |
|
|
2016
Q1 | $218K | Buy |
+3,600
| New | +$218K | 0.06% | 85 |
|
|
2015
Q3 | – | Sell |
-3,600
| Closed | -$204K | – | 103 |
|
|
2015
Q2 | $204K | Hold |
3,600
| – | – | 0.05% | 90 |
|
|
2015
Q1 | $202K | Buy |
+3,600
| New | +$202K | 0.05% | 92 |
|