JNBA Financial Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$5.14K | – | 736 |
|
|
2023
Q3 | $5.14K | Buy |
+27
| New | +$5.14K | ﹤0.01% | 534 |
|
|
2023
Q2 | – | Sell |
-27
| Closed | -$4.5K | – | 734 |
|
|
2023
Q1 | $4.5K | Sell |
27
-73
| -73% | -$12.2K | ﹤0.01% | 554 |
|
|
2022
Q4 | $16.5K | Hold |
100
| – | – | ﹤0.01% | 394 |
|
|
2022
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $16K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $17K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $17K | Hold |
100
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 462 |
|
|
2021
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 448 |
|
|
2021
Q1 | $12K | Buy |
100
+54
| +117% | +$6.48K | ﹤0.01% | 446 |
|
|
2020
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 495 |
|
|
2018
Q4 | – | Sell |
-185
| Closed | -$15K | – | 655 |
|
|
2018
Q3 | $15K | Buy |
+185
| New | +$15K | 0.01% | 337 |
|
|
2016
Q4 | – | Sell |
-3,876
| Closed | -$261K | – | 997 |
|
|
2016
Q3 | $261K | Buy |
+3,876
| New | +$261K | 0.04% | 186 |
|