Kalos Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,500
| Closed | -$766K | – | 160 |
|
|
2022
Q1 | $766K | Sell |
4,500
-292
| -6% | -$49.7K | 0.52% | 42 |
|
|
2021
Q4 | $785K | Buy |
4,792
+228
| +5% | +$37.4K | 0.21% | 111 |
|
|
2021
Q3 | $748K | Buy |
4,564
+87
| +2% | +$14.3K | 0.21% | 112 |
|
|
2021
Q2 | $674K | Sell |
4,477
-54
| -1% | -$8.13K | 0.27% | 106 |
|
|
2021
Q1 | $610K | Buy |
4,531
+31
| +0.7% | +$4.17K | 0.19% | 127 |
|
|
2020
Q4 | $512K | Sell |
4,500
-13
| -0.3% | -$1.48K | 0.22% | 131 |
|
|
2020
Q3 | $507K | Sell |
4,513
-22
| -0.5% | -$2.47K | 0.23% | 130 |
|
|
2020
Q2 | $530K | Hold |
4,535
| – | – | 0.22% | 115 |
|
|
2020
Q1 | $472K | Buy |
+4,535
| New | +$472K | 0.21% | 119 |
|