MYCIO Wealth Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,241
| Closed | -$361K | – | 253 |
|
|
2019
Q4 | $361K | Sell |
3,241
-29
| -0.9% | -$3.23K | 0.02% | 239 |
|
|
2019
Q3 | $327K | Buy |
3,270
+70
| +2% | +$7K | 0.02% | 231 |
|
|
2019
Q2 | $319K | Hold |
3,200
| – | – | 0.03% | 229 |
|
|
2019
Q1 | $300K | Sell |
3,200
-98
| -3% | -$9.19K | 0.02% | 218 |
|
|
2018
Q4 | $263K | Hold |
3,298
| – | – | 0.02% | 226 |
|
|
2018
Q3 | $273K | Hold |
3,298
| – | – | 0.03% | 233 |
|
|
2018
Q2 | $270K | Hold |
3,298
| – | – | 0.03% | 227 |
|
|
2018
Q1 | $272K | Hold |
3,298
| – | – | 0.03% | 198 |
|
|
2017
Q4 | $268K | Buy |
3,298
+98
| +3% | +$7.96K | 0.03% | 203 |
|
|
2017
Q3 | $268K | Hold |
3,200
| – | – | 0.03% | 202 |
|
|
2017
Q2 | $249K | Buy |
+3,200
| New | +$249K | 0.03% | 195 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$13K | – | 478 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 535 |
|
|
2016
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 518 |
|
|
2016
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 502 |
|
|
2015
Q4 | $11K | Sell |
200
-25
| -11% | -$1.38K | ﹤0.01% | 524 |
|
|
2015
Q3 | $12K | Buy |
225
+5
| +2% | +$267 | ﹤0.01% | 534 |
|
|
2015
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 502 |
|
|
2015
Q1 | $12K | Hold |
220
| – | – | ﹤0.01% | 467 |
|
|
2014
Q4 | $13K | Hold |
220
| – | – | ﹤0.01% | 441 |
|
|
2014
Q3 | $12K | Hold |
220
| – | – | ﹤0.01% | 430 |
|
|
2014
Q2 | $11K | Hold |
220
| – | – | ﹤0.01% | 461 |
|
|
2014
Q1 | $11K | Hold |
220
| – | – | ﹤0.01% | 455 |
|
|
2013
Q4 | $11K | Hold |
220
| – | – | ﹤0.01% | 440 |
|
|
2013
Q3 | $10K | Hold |
220
| – | – | ﹤0.01% | 409 |
|
|
2013
Q2 | $9K | Buy |
+220
| New | +$9K | ﹤0.01% | 434 |
|