Miles Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,222
| Closed | -$426K | – | 187 |
|
|
2016
Q2 | $426K | Sell |
6,222
-12,489
| -67% | -$855K | 0.29% | 78 |
|
|
2016
Q1 | $1.14M | Sell |
18,711
-102
| -0.5% | -$6.2K | 0.76% | 25 |
|
|
2015
Q4 | $1.04M | Sell |
18,813
-272
| -1% | -$15.1K | 0.71% | 30 |
|
|
2015
Q3 | $997K | Buy |
19,085
+7,651
| +67% | +$400K | 0.72% | 29 |
|
|
2015
Q2 | $648K | Buy |
+11,434
| New | +$648K | 0.42% | 62 |
|
|
2013
Q4 | – | Sell |
-11,578
| Closed | -$504K | – | 115 |
|
|
2013
Q3 | $504K | Sell |
11,578
-24,460
| -68% | -$1.06M | 0.29% | 63 |
|
|
2013
Q2 | $1.44M | Buy |
+36,038
| New | +$1.44M | 0.67% | 41 |
|