Omnia Family Wealth’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-44
| Closed | -$4K | – | 354 |
|
|
2019
Q1 | $4K | Buy |
44
+19
| +76% | +$1.73K | ﹤0.01% | 347 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 422 |
|
|
2018
Q3 | $2K | Sell |
25
-49
| -66% | -$3.92K | ﹤0.01% | 465 |
|
|
2018
Q2 | $6K | Hold |
74
| – | – | ﹤0.01% | 297 |
|
|
2018
Q1 | $6K | Sell |
74
-97
| -57% | -$7.87K | ﹤0.01% | 293 |
|
|
2017
Q4 | $14K | Buy |
171
+97
| +131% | +$7.94K | 0.01% | 261 |
|
|
2017
Q3 | $6K | Sell |
74
-49
| -40% | -$3.97K | ﹤0.01% | 321 |
|
|
2017
Q2 | $10K | Buy |
123
+49
| +66% | +$3.98K | ﹤0.01% | 280 |
|
|
2017
Q1 | $5K | Hold |
74
| – | – | ﹤0.01% | 389 |
|
|
2016
Q4 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 382 |
|