Kings Point Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-108
| Closed | -$13K | – | 533 |
|
|
2020
Q4 | $13K | Hold |
108
| – | – | ﹤0.01% | 471 |
|
|
2020
Q3 | $12K | Sell |
108
-247
| -70% | -$27.4K | ﹤0.01% | 460 |
|
|
2020
Q2 | $38K | Sell |
355
-75
| -17% | -$8.03K | 0.01% | 301 |
|
|
2020
Q1 | $37K | Hold |
430
| – | – | 0.01% | 299 |
|
|
2019
Q4 | $48K | Hold |
430
| – | – | 0.01% | 312 |
|
|
2019
Q3 | $43K | Buy |
430
+322
| +298% | +$32.2K | 0.01% | 306 |
|
|
2019
Q2 | $11K | Buy |
+108
| New | +$11K | ﹤0.01% | 416 |
|