Kiwi Wealth Investments Limited Partnership’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,744
| Closed | -$3.07M | – | 244 |
|
|
2022
Q3 | $3.07M | Hold |
19,744
| – | – | 0.21% | 120 |
|
|
2022
Q2 | $3.07M | Sell |
19,744
-19,603
| -50% | -$3.04M | 0.21% | 120 |
|
|
2022
Q1 | $6.71M | Hold |
39,347
| – | – | 0.36% | 78 |
|
|
2021
Q4 | $6.84M | Sell |
39,347
-1,053
| -3% | -$183K | 0.32% | 83 |
|
|
2021
Q3 | $6.12M | Buy |
+40,400
| New | +$6.12M | 0.31% | 82 |
|
|
2020
Q3 | – | Sell |
-37,197
| Closed | -$3.99M | – | 256 |
|
|
2020
Q2 | $3.99M | Buy |
+37,197
| New | +$3.99M | 0.32% | 79 |
|