KA
Kaizen Advisory’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $108K | Buy |
1,360
+115
| +9% | +$9.13K | 0.08% | 215 |
|
|
2018
Q3 | $103K | Hold |
1,245
| – | – | 0.05% | 226 |
|
|
2018
Q2 | $102K | Buy |
1,245
+751
| +152% | +$61.5K | 0.05% | 225 |
|
|
2018
Q1 | $41K | Hold |
494
| – | – | 0.04% | 221 |
|
|
2017
Q4 | $40K | Buy |
+494
| New | +$40K | 0.02% | 218 |
|