Kanaly Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 876 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 859 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 851 |
|
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 835 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 855 |
|
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 842 |
|
|
2015
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 821 |
|
|
2015
Q1 | $1K | Sell |
10
-9,637
| -100% | -$964K | ﹤0.01% | 671 |
|
|
2014
Q4 | $552K | Sell |
9,647
-366
| -4% | -$20.9K | 0.11% | 99 |
|
|
2014
Q3 | $524K | Sell |
10,013
-169
| -2% | -$8.84K | 0.1% | 113 |
|
|
2014
Q2 | $528K | Sell |
10,182
-179
| -2% | -$9.28K | 0.1% | 117 |
|
|
2014
Q1 | $511K | Buy |
10,361
+256
| +3% | +$12.6K | 0.1% | 119 |
|
|
2013
Q4 | $489K | Buy |
+10,105
| New | +$489K | 0.1% | 118 |
|