Pin Oak Investment Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-195
| Closed | -$27K | – | 418 |
|
|
2021
Q2 | $27K | Hold |
195
| – | – | 0.03% | 220 |
|
|
2021
Q1 | $24K | Sell |
195
-93
| -32% | -$11.4K | 0.02% | 235 |
|
|
2020
Q4 | $34K | Hold |
288
| – | – | 0.03% | 216 |
|
|
2020
Q3 | $33K | Hold |
288
| – | – | 0.03% | 199 |
|
|
2020
Q2 | $31K | Hold |
288
| – | – | 0.03% | 194 |
|
|
2020
Q1 | $25K | Hold |
288
| – | – | 0.03% | 209 |
|
|
2019
Q4 | $32K | Hold |
288
| – | – | 0.03% | 215 |
|
|
2019
Q3 | $29K | Hold |
288
| – | – | 0.02% | 226 |
|
|
2019
Q2 | $29K | Buy |
+288
| New | +$29K | 0.02% | 240 |
|