Orrstown Financial Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,130
| Closed | -$113K | – | 169 |
|
|
2019
Q3 | $113K | Sell |
1,130
-230
| -17% | -$23K | 0.15% | 99 |
|
|
2019
Q2 | $136K | Sell |
1,360
-185
| -12% | -$18.5K | 0.19% | 93 |
|
|
2019
Q1 | $145K | Sell |
1,545
-340
| -18% | -$31.9K | 0.2% | 90 |
|
|
2018
Q4 | $151K | Hold |
1,885
| – | – | 0.23% | 80 |
|
|
2018
Q3 | $156K | Hold |
1,885
| – | – | 0.2% | 84 |
|
|
2018
Q2 | $154K | Sell |
1,885
-275
| -13% | -$22.5K | 0.19% | 86 |
|
|
2018
Q1 | $178K | Buy |
2,160
+580
| +37% | +$47.8K | 0.21% | 88 |
|
|
2017
Q4 | $129K | Hold |
1,580
| – | – | 0.15% | 98 |
|
|
2017
Q3 | $133K | Sell |
1,580
-217
| -12% | -$18.3K | 0.15% | 96 |
|
|
2017
Q2 | $140K | Buy |
1,797
+182
| +11% | +$14.2K | 0.15% | 95 |
|
|
2017
Q1 | $120K | Buy |
1,615
+340
| +27% | +$25.3K | 0.12% | 98 |
|
|
2016
Q4 | $88K | Hold |
1,275
| – | – | 0.09% | 104 |
|
|
2016
Q3 | $86K | Buy |
1,275
+595
| +88% | +$40.1K | 0.09% | 106 |
|
|
2016
Q2 | $47K | Buy |
680
+620
| +1,033% | +$42.9K | 0.05% | 117 |
|
|
2016
Q1 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 168 |
|