MWM

Minot Wealth Management’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,750	Closed	-$757K	–	118
2020 Q1	$757K	Sell	8,750 -2,455	-22%	-$212K	0.54%	59
2019 Q4	$1.27M	Buy	+11,205	New	+$1.27M	0.58%	54