Milestone Advisory Partners’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$224K	Hold	1,179	–	–	0.19%	64
2023 Q2	$222K	Buy	+1,179	New	+$222K	0.2%	65
2022 Q1	–	Sell	-1,150	Closed	-$200K	–	91
2021 Q4	$200K	Buy	+1,150	New	+$200K	0.1%	87