Milestone Investment Advisors’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-889	Closed	-$169K	–	317
2023 Q3	$169K	Buy	+889	New	+$169K	0.05%	112
2023 Q2	–	Sell	-1,031	Closed	-$172K	–	312
2023 Q1	$172K	Buy	+1,031	New	+$172K	0.05%	114