Lourd Capital’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 | $262K | Sell |
2,624
-125
| -5% | -$12.5K | 0.02% | 106 |
|
|
2019
Q1 | $258K | Sell |
2,749
-516
| -16% | -$48.4K | 0.03% | 102 |
|
|
2018
Q4 | $260K | Buy |
3,265
+5
| +0.2% | +$398 | 0.02% | 219 |
|
|
2018
Q3 | $270K | Buy |
+3,260
| New | +$270K | 0.02% | 238 |
|
|
2018
Q1 | – | Sell |
-3,328
| Closed | -$271K | – | 246 |
|
|
2017
Q4 | $271K | Buy |
3,328
+399
| +14% | +$32.5K | 0.02% | 257 |
|
|
2017
Q3 | $245K | Buy |
2,929
+89
| +3% | +$7.45K | 0.02% | 98 |
|
|
2017
Q2 | $221K | Buy |
2,840
+35
| +1% | +$2.72K | 0.02% | 105 |
|
|
2017
Q1 | $207K | Buy |
+2,805
| New | +$207K | 0.02% | 103 |
|