M Holdings Securities’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,852
| Closed | -$316K | – | 494 |
|
|
2022
Q1 | $316K | Buy |
+1,852
| New | +$316K | 0.02% | 387 |
|
|
2021
Q2 | – | Sell |
-2,687
| Closed | -$327K | – | 379 |
|
|
2021
Q1 | $327K | Buy |
+2,687
| New | +$327K | 0.03% | 366 |
|
|
2014
Q4 | – | Sell |
-460
| Closed | -$24K | – | 336 |
|
|
2014
Q3 | $24K | Buy |
+460
| New | +$24K | 0.01% | 490 |
|