RGT Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,946
| Closed | -$409K | – | 65 |
|
|
2018
Q1 | $409K | Buy |
4,946
+12
| +0.2% | +$992 | 0.2% | 49 |
|
|
2017
Q4 | $402K | Sell |
4,934
-36
| -0.7% | -$2.93K | 0.22% | 47 |
|
|
2017
Q3 | $417K | Buy |
4,970
+12
| +0.2% | +$1.01K | 0.28% | 40 |
|
|
2017
Q2 | $387K | Buy |
+4,958
| New | +$387K | 0.26% | 41 |
|
|
2017
Q1 | – | Sell |
-5,371
| Closed | -$363K | – | 122 |
|
|
2016
Q4 | $363K | Hold |
5,371
| – | – | 0.2% | 62 |
|
|
2016
Q3 | $361K | Buy |
+5,371
| New | +$361K | 0.22% | 62 |
|