PA
Perennial Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-797
| Closed | -$112K | – | 198 |
|
|
2021
Q2 | $112K | Hold |
797
| – | – | 0.03% | 100 |
|
|
2021
Q1 | $97K | Buy |
797
+200
| +34% | +$24.3K | 0.03% | 109 |
|
|
2020
Q4 | $70K | Buy |
+597
| New | +$70K | 0.02% | 119 |
|
|
2020
Q3 | – | Sell |
-596
| Closed | -$64K | – | 151 |
|
|
2020
Q2 | $64K | Buy |
+596
| New | +$64K | 0.03% | 115 |
|
|
2017
Q3 | – | Sell |
-120
| Closed | -$9K | – | 198 |
|
|
2017
Q2 | $9K | Buy |
+120
| New | +$9K | 0.01% | 172 |
|
|
2017
Q1 | – | Sell |
-290
| Closed | -$20K | – | 191 |
|
|
2016
Q4 | $20K | Buy |
+290
| New | +$20K | 0.02% | 127 |
|