NCM Capital Management Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $52K | Sell |
775
-700
| -47% | -$47K | 0.63% | 58 |
|
|
2016
Q2 | $101K | Sell |
1,475
-50
| -3% | -$3.42K | 1.23% | 34 |
|
|
2016
Q1 | $93K | Sell |
1,525
-750
| -33% | -$45.7K | 1.14% | 35 |
|
|
2015
Q4 | $126K | Hold |
2,275
| – | – | 1.48% | 30 |
|
|
2015
Q3 | $119K | Hold |
2,275
| – | – | 1.48% | 28 |
|
|
2015
Q2 | $129K | Hold |
2,275
| – | – | 1.45% | 26 |
|
|
2015
Q1 | $128K | Buy |
2,275
+1,200
| +112% | +$67.5K | 1.45% | 30 |
|
|
2014
Q4 | $62K | Sell |
1,075
-2,350
| -69% | -$136K | 0.7% | 55 |
|
|
2014
Q3 | $179K | Sell |
3,425
-400
| -10% | -$20.9K | 2.1% | 11 |
|
|
2014
Q2 | $198K | Sell |
3,825
-500
| -12% | -$25.9K | 2.3% | 10 |
|
|
2014
Q1 | $213K | Sell |
4,325
-50,900
| -92% | -$2.51M | 1.68% | 18 |
|
|
2013
Q4 | $2.67M | Hold |
55,225
| – | – | 1.75% | 12 |
|
|
2013
Q3 | $2.41M | Buy |
55,225
+2,450
| +5% | +$107K | 1.73% | 19 |
|
|
2013
Q2 | $2.11M | Buy |
+52,775
| New | +$2.11M | 1.62% | 25 |
|