OAM
Optimal Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $772K | Hold |
5,100
| – | – | 0.1% | 263 |
|
|
2021
Q2 | $717K | Hold |
5,100
| – | – | 0.08% | 288 |
|
|
2021
Q1 | $621K | Buy |
5,100
+3,200
| +168% | +$390K | 0.08% | 292 |
|
|
2020
Q4 | $222K | Hold |
1,900
| – | – | 0.03% | 388 |
|
|
2020
Q3 | $218K | Buy |
+1,900
| New | +$218K | 0.03% | 390 |
|