Kavar Capital Partners Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-500
| Closed | -$27K | – | 270 |
|
|
2015
Q4 | $27K | Hold |
500
| – | – | 0.02% | 207 |
|
|
2015
Q3 | $26K | Hold |
500
| – | – | 0.02% | 207 |
|
|
2015
Q2 | $28K | Buy |
+500
| New | +$28K | 0.02% | 216 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$24K | – | 318 |
|
|
2014
Q1 | $24K | Hold |
500
| – | – | 0.02% | 249 |
|
|
2013
Q4 | $24K | Buy |
+500
| New | +$24K | 0.02% | 233 |
|