Lau Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $263K | Hold |
2,359
| – | – | 0.13% | 84 |
|
|
2019
Q3 | $236K | Sell |
2,359
-800
| -25% | -$80K | 0.12% | 88 |
|
|
2019
Q2 | $315K | Sell |
3,159
-368
| -10% | -$36.7K | 0.15% | 76 |
|
|
2019
Q1 | $331K | Hold |
3,527
| – | – | 0.17% | 73 |
|
|
2018
Q4 | $281K | Buy |
3,527
+368
| +12% | +$29.3K | 0.16% | 85 |
|
|
2018
Q3 | $261K | Hold |
3,159
| – | – | 0.15% | 82 |
|
|
2018
Q2 | $259K | Hold |
3,159
| – | – | 0.18% | 67 |
|
|
2018
Q1 | $261K | Hold |
3,159
| – | – | 0.2% | 68 |
|
|
2017
Q4 | $257K | Hold |
3,159
| – | – | 0.2% | 67 |
|
|
2017
Q3 | $265K | Hold |
3,159
| – | – | 0.21% | 70 |
|
|
2017
Q2 | $246K | Hold |
3,159
| – | – | 0.2% | 71 |
|
|
2017
Q1 | $233K | Buy |
+3,159
| New | +$233K | 0.21% | 72 |
|