JOYN Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-627
| Closed | -$50K | – | 892 |
|
|
2018
Q4 | $50K | Buy |
627
+240
| +62% | +$19.1K | 0.01% | 340 |
|
|
2018
Q3 | $32K | Buy |
387
+45
| +13% | +$3.72K | 0.01% | 525 |
|
|
2018
Q2 | $28K | Buy |
342
+332
| +3,320% | +$27.2K | 0.01% | 572 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1196 |
|