Lodestar Investment Counsel’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $254K | Buy |
2,542
+3
| +0.1% | +$300 | 0.03% | 158 |
|
|
2019
Q1 | $238K | Buy |
2,539
+3
| +0.1% | +$281 | 0.03% | 161 |
|
|
2018
Q4 | $202K | Buy |
2,536
+3
| +0.1% | +$239 | 0.02% | 165 |
|
|
2018
Q3 | $210K | Buy |
2,533
+3
| +0.1% | +$249 | 0.02% | 168 |
|
|
2018
Q2 | $207K | Sell |
2,530
-197
| -7% | -$16.1K | 0.02% | 172 |
|
|
2018
Q1 | $225K | Buy |
2,727
+43
| +2% | +$3.55K | 0.03% | 162 |
|
|
2017
Q4 | $218K | Sell |
2,684
-22
| -0.8% | -$1.79K | 0.03% | 166 |
|
|
2017
Q3 | $227K | Buy |
2,706
+3
| +0.1% | +$252 | 0.03% | 159 |
|
|
2017
Q2 | $211K | Buy |
+2,703
| New | +$211K | 0.03% | 154 |
|
|
2015
Q3 | – | Sell |
-7,439
| Closed | -$422K | – | 147 |
|
|
2015
Q2 | $422K | Buy |
7,439
+1
| +0% | +$57 | 0.07% | 107 |
|
|
2015
Q1 | $417K | Buy |
+7,438
| New | +$417K | 0.06% | 115 |
|