LVW Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,252
| Closed | -$209K | – | 218 |
|
|
2023
Q1 | $209K | Sell |
1,252
-1
| -0.1% | -$167 | 0.04% | 217 |
|
|
2022
Q4 | $207K | Buy |
+1,253
| New | +$207K | 0.04% | 214 |
|
|
2022
Q2 | – | Sell |
-1,281
| Closed | -$218K | – | 237 |
|
|
2022
Q1 | $218K | Buy |
1,281
+8
| +0.6% | +$1.36K | 0.04% | 216 |
|
|
2021
Q4 | $221K | Buy |
+1,273
| New | +$221K | 0.04% | 227 |
|