Nelson Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-300
| Closed | -$24K | – | 295 |
|
|
2017
Q4 | $24K | Hold |
300
| – | – | 0.01% | 193 |
|
|
2017
Q3 | $25K | Hold |
300
| – | – | 0.01% | 172 |
|
|
2017
Q2 | $23K | Sell |
300
-200
| -40% | -$15.3K | 0.01% | 179 |
|
|
2017
Q1 | $37K | Hold |
500
| – | – | 0.01% | 144 |
|
|
2016
Q4 | $34K | Hold |
500
| – | – | 0.01% | 139 |
|
|
2016
Q3 | $34K | Hold |
500
| – | – | 0.01% | 139 |
|
|
2016
Q2 | $34K | Hold |
500
| – | – | 0.01% | 130 |
|
|
2016
Q1 | $30K | Hold |
500
| – | – | 0.01% | 132 |
|
|
2015
Q4 | $28K | Hold |
500
| – | – | 0.01% | 137 |
|
|
2015
Q3 | $26K | Hold |
500
| – | – | 0.01% | 148 |
|
|
2015
Q2 | $28K | Hold |
500
| – | – | 0.01% | 162 |
|
|
2015
Q1 | $28K | Hold |
500
| – | – | 0.01% | 161 |
|
|
2014
Q4 | $29K | Hold |
500
| – | – | 0.01% | 150 |
|
|
2014
Q3 | $26K | Hold |
500
| – | – | 0.01% | 161 |
|
|
2014
Q2 | $26K | Buy |
+500
| New | +$26K | 0.01% | 156 |
|