Magnus Financial Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,840
| Closed | -$215K | – | 309 |
|
2020
Q4 | $215K | Buy |
+1,840
| New | +$215K | 0.02% | 289 |
|
2020
Q3 | – | Sell |
-2,393
| Closed | -$257K | – | 498 |
|
2020
Q2 | $257K | Buy |
+2,393
| New | +$257K | 0.03% | 440 |
|
2020
Q1 | – | Sell |
-1,801
| Closed | -$201K | – | 632 |
|
2019
Q4 | $201K | Buy |
+1,801
| New | +$201K | 0.03% | 503 |
|