MPS Loria Financial Planners’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-290	Closed	-$35K	–	395
2021 Q1	$35K	Sell	290 -107	-27%	-$12.9K	0.02%	191
2020 Q4	$45K	Buy	+397	New	+$45K	0.02%	167