NuWave Investment Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $132K | Buy |
+885
| New | +$132K | 0.15% | 187 |
|
|
2021
Q4 | – | Sell |
-2,977
| Closed | -$451K | – | 378 |
|
|
2021
Q3 | $451K | Buy |
+2,977
| New | +$451K | 0.52% | 68 |
|
|
2021
Q1 | – | Sell |
-985
| Closed | -$115K | – | 375 |
|
|
2020
Q4 | $115K | Sell |
985
-1,225
| -55% | -$143K | 0.15% | 176 |
|
|
2020
Q3 | $253K | Sell |
2,210
-4,362
| -66% | -$499K | 0.39% | 80 |
|
|
2020
Q2 | $710K | Buy |
6,572
+4,652
| +242% | +$503K | 0.94% | 28 |
|
|
2020
Q1 | $166K | Buy |
1,920
+1,644
| +596% | +$142K | 0.36% | 67 |
|
|
2019
Q4 | $31K | Sell |
276
-7,127
| -96% | -$800K | 0.03% | 278 |
|
|
2019
Q3 | $739K | Buy |
7,403
+6,634
| +863% | +$662K | 0.73% | 36 |
|
|
2019
Q2 | $77K | Buy |
769
+691
| +886% | +$69.2K | 0.08% | 188 |
|
|
2019
Q1 | $7K | Sell |
78
-6,217
| -99% | -$558K | 0.01% | 307 |
|
|
2018
Q4 | $502K | Buy |
6,295
+6,191
| +5,953% | +$494K | 0.86% | 29 |
|
|
2018
Q3 | $9K | Sell |
104
-2,601
| -96% | -$225K | 0.01% | 252 |
|
|
2018
Q2 | $222K | Buy |
2,705
+2,023
| +297% | +$166K | 0.29% | 118 |
|
|
2018
Q1 | $56K | Buy |
682
+619
| +983% | +$50.8K | 0.09% | 182 |
|
|
2017
Q4 | $5K | Buy |
+63
| New | +$5K | 0.01% | 286 |
|
|
2014
Q3 | $1K | Sell |
17
-1,433
| -99% | -$84.3K | ﹤0.01% | 256 |
|
|
2014
Q2 | $75K | Sell |
1,450
-2,608
| -64% | -$135K | 0.19% | 150 |
|
|
2014
Q1 | $200K | Buy |
4,058
+542
| +15% | +$26.7K | 0.59% | 65 |
|
|
2013
Q4 | $170K | Buy |
3,516
+1,915
| +120% | +$92.6K | 0.15% | 164 |
|
|
2013
Q3 | $70K | Sell |
1,601
-212
| -12% | -$9.27K | 0.06% | 183 |
|
|
2013
Q2 | $72K | Buy |
+1,813
| New | +$72K | 0.08% | 175 |
|