JIP
Jaffetilchin Investment Partners’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-106
| Closed | -$23.6K | – | 916 |
|
|
2024
Q3 | $23.6K | Buy |
+106
| New | +$23.6K | ﹤0.01% | 724 |
|
|
2017
Q2 | – | Sell |
-4,917
| Closed | -$363K | – | 267 |
|
|
2017
Q1 | $363K | Buy |
4,917
+116
| +2% | +$8.56K | 0.09% | 182 |
|
|
2016
Q4 | $324K | Buy |
+4,801
| New | +$324K | 0.1% | 180 |
|
|
2015
Q2 | – | Sell |
-3,634
| Closed | -$204K | – | 231 |
|
|
2015
Q1 | $204K | Sell |
3,634
-13,466
| -79% | -$756K | 0.06% | 208 |
|
|
2014
Q4 | $979K | Buy |
17,100
+9,062
| +113% | +$519K | 0.33% | 53 |
|
|
2014
Q3 | $421K | Buy |
+8,038
| New | +$421K | 0.15% | 98 |
|
|
2014
Q2 | – | Sell |
-6,936
| Closed | -$342K | – | 227 |
|
|
2014
Q1 | $342K | Sell |
6,936
-6,303
| -48% | -$311K | 0.13% | 127 |
|
|
2013
Q4 | $640K | Buy |
13,239
+6,713
| +103% | +$325K | 0.32% | 75 |
|
|
2013
Q3 | $284K | Sell |
6,526
-9,128
| -58% | -$397K | 0.17% | 136 |
|
|
2013
Q2 | $625K | Buy |
+15,654
| New | +$625K | 0.43% | 60 |
|