Resurgent Financial Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-162
| Closed | -$30.7K | – | 369 |
|
|
2023
Q4 | $30.7K | Buy |
162
+6
| +4% | +$1.14K | 0.02% | 417 |
|
|
2023
Q3 | $29.7K | Sell |
156
-181
| -54% | -$34.4K | 0.02% | 414 |
|
|
2023
Q2 | $63.4K | Buy |
337
+2
| +0.6% | +$376 | 0.04% | 294 |
|
|
2023
Q1 | $55.8K | Sell |
335
-164
| -33% | -$27.3K | 0.04% | 315 |
|
|
2022
Q4 | $82.6K | Buy |
+499
| New | +$82.6K | 0.04% | 332 |
|