Kore Private Wealth’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,047
| Closed | -$461K | – | 410 |
|
|
2021
Q3 | $461K | Buy |
3,047
+330
| +12% | +$49.9K | 0.05% | 251 |
|
|
2021
Q2 | $382K | Buy |
2,717
+364
| +15% | +$51.2K | 0.04% | 267 |
|
|
2021
Q1 | $287K | Buy |
2,353
+311
| +15% | +$37.9K | 0.04% | 283 |
|
|
2020
Q4 | $239K | Buy |
+2,042
| New | +$239K | 0.04% | 284 |
|
|
2020
Q3 | – | Sell |
-1,384
| Closed | -$148K | – | 771 |
|
|
2020
Q2 | $148K | Sell |
1,384
-254
| -16% | -$27.2K | 0.03% | 276 |
|
|
2020
Q1 | $142K | Buy |
1,638
+363
| +28% | +$31.5K | 0.03% | 254 |
|
|
2019
Q4 | $142K | Buy |
+1,275
| New | +$142K | 0.03% | 306 |
|
|
2019
Q2 | – | Sell |
-293
| Closed | -$28K | – | 581 |
|
|
2019
Q1 | $28K | Sell |
293
-764
| -72% | -$73K | 0.01% | 466 |
|
|
2018
Q4 | $84K | Buy |
+1,057
| New | +$84K | 0.02% | 294 |
|