L.J. Altfest & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,355
| Closed | -$436K | – | 162 |
|
|
2017
Q4 | $436K | Buy |
5,355
+24
| +0.5% | +$1.95K | 0.17% | 112 |
|
|
2017
Q3 | $447K | Sell |
5,331
-1,131
| -18% | -$94.8K | 0.22% | 102 |
|
|
2017
Q2 | $504K | Buy |
6,462
+56
| +0.9% | +$4.37K | 0.3% | 93 |
|
|
2017
Q1 | $473K | Sell |
6,406
-57
| -0.9% | -$4.21K | 0.19% | 89 |
|
|
2016
Q4 | $437K | Buy |
6,463
+1,236
| +24% | +$83.6K | 0.22% | 90 |
|
|
2016
Q3 | $352K | Buy |
5,227
+54
| +1% | +$3.64K | 0.23% | 89 |
|
|
2016
Q2 | $354K | Buy |
5,173
+25
| +0.5% | +$1.71K | 0.25% | 90 |
|
|
2016
Q1 | $313K | Buy |
5,148
+28
| +0.5% | +$1.7K | 0.32% | 65 |
|
|
2015
Q4 | $284K | Hold |
5,120
| – | – | 0.28% | 75 |
|
|
2015
Q3 | $267K | Hold |
5,120
| – | – | 0.26% | 78 |
|
|
2015
Q2 | $290K | Hold |
5,120
| – | – | 0.27% | 74 |
|
|
2015
Q1 | $287K | Hold |
5,120
| – | – | 0.27% | 75 |
|
|
2014
Q4 | $293K | Buy |
+5,120
| New | +$293K | 0.24% | 86 |
|
|
2014
Q2 | – | Sell |
-5,120
| Closed | -$241K | – | 79 |
|
|
2014
Q1 | $241K | Hold |
5,120
| – | – | 0.22% | 88 |
|
|
2013
Q4 | $248K | Buy |
+5,120
| New | +$248K | 0.21% | 92 |
|