Mason Investment Advisory Services’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	-8,367	Closed	-$979K	–	88
2020 Q4	$979K	Sell	8,367 -20	-0.2%	-$2.34K	0.12%	42
2020 Q3	$962K	Hold	8,387	–	–	0.14%	36
2020 Q2	$901K	Buy	8,387 +2,204	+36%	+$237K	0.13%	37
2020 Q1	$535K	Buy	+6,183	New	+$535K	0.09%	59