Pinnacle Summer Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-650
| Closed | -$34K | – | 919 |
|
|
2015
Q3 | $34K | Buy |
+650
| New | +$34K | 0.01% | 545 |
|
|
2015
Q2 | – | Sell |
-650
| Closed | -$36K | – | 862 |
|
|
2015
Q1 | $36K | Hold |
650
| – | – | 0.01% | 560 |
|
|
2014
Q4 | $37K | Sell |
650
-56
| -8% | -$3.19K | ﹤0.01% | 563 |
|
|
2014
Q3 | $37K | Hold |
706
| – | – | ﹤0.01% | 578 |
|
|
2014
Q2 | $37K | Hold |
706
| – | – | ﹤0.01% | 546 |
|
|
2014
Q1 | $35K | Hold |
706
| – | – | ﹤0.01% | 512 |
|
|
2013
Q4 | $34K | Hold |
706
| – | – | ﹤0.01% | 511 |
|
|
2013
Q3 | $30K | Buy |
706
+56
| +9% | +$2.38K | 0.01% | 499 |
|
|
2013
Q2 | $26K | Buy |
+650
| New | +$26K | 0.01% | 464 |
|