Partnervest Advisory Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,199
| Closed | -$233K | – | 197 |
|
|
2015
Q4 | $233K | Sell |
4,199
-223
| -5% | -$12.4K | 0.13% | 139 |
|
|
2015
Q3 | $231K | Hold |
4,422
| – | – | 0.13% | 138 |
|
|
2015
Q2 | $251K | Hold |
4,422
| – | – | 0.12% | 148 |
|
|
2015
Q1 | $248K | Sell |
4,422
-400
| -8% | -$22.4K | 0.13% | 128 |
|
|
2014
Q4 | $276K | Hold |
4,822
| – | – | 0.13% | 118 |
|
|
2014
Q3 | $252K | Hold |
4,822
| – | – | 0.13% | 127 |
|
|
2014
Q2 | $250K | Hold |
4,822
| – | – | 0.11% | 126 |
|
|
2014
Q1 | $238K | Hold |
4,822
| – | – | 0.11% | 133 |
|
|
2013
Q4 | $233K | Hold |
4,822
| – | – | 0.11% | 135 |
|
|
2013
Q3 | $210K | Hold |
4,822
| – | – | 0.11% | 113 |
|
|
2013
Q2 | $192K | Buy |
+4,822
| New | +$192K | 0.09% | 96 |
|