Mosaic Family Wealth’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-400
| Closed | -$38K | – | 437 |
|
|
2019
Q1 | $38K | Hold |
400
| – | – | 0.02% | 343 |
|
|
2018
Q4 | $32K | Hold |
400
| – | – | 0.01% | 360 |
|
|
2018
Q3 | $35K | Sell |
400
-113
| -22% | -$9.89K | 0.01% | 360 |
|
|
2018
Q2 | $42K | Sell |
513
-96
| -16% | -$7.86K | 0.02% | 336 |
|
|
2018
Q1 | $50K | Hold |
609
| – | – | 0.02% | 310 |
|
|
2017
Q4 | $50K | Buy |
+609
| New | +$50K | 0.02% | 325 |
|