Samalin Investment Counsel’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,942
| Closed | -$338K | – | 255 |
|
|
2021
Q4 | $338K | Buy |
1,942
+76
| +4% | +$13.2K | 0.2% | 156 |
|
|
2021
Q3 | $283K | Buy |
1,866
+1
| +0.1% | +$152 | 0.18% | 174 |
|
|
2021
Q2 | $262K | Buy |
1,865
+62
| +3% | +$8.71K | 0.17% | 188 |
|
|
2021
Q1 | $219K | Buy |
+1,803
| New | +$219K | 0.15% | 207 |
|
|
2020
Q1 | – | Sell |
-1,737
| Closed | -$193K | – | 380 |
|
|
2019
Q4 | $193K | Buy |
+1,737
| New | +$193K | 0.16% | 156 |
|