Raab & Moskowitz Asset Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-526
| Closed | -$58K | – | 377 |
|
|
2019
Q4 | $58K | Buy |
+526
| New | +$58K | 0.02% | 237 |
|
|
2018
Q4 | – | Sell |
-676
| Closed | -$55K | – | 375 |
|
|
2018
Q3 | $55K | Buy |
+676
| New | +$55K | 0.02% | 251 |
|
|
2015
Q1 | – | Sell |
-1,087
| Closed | -$62K | – | 283 |
|
|
2014
Q4 | $62K | Buy |
+1,087
| New | +$62K | 0.04% | 175 |
|