Shine Investment Advisory Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-804
| Closed | -$70K | – | 754 |
|
|
2020
Q1 | $70K | Hold |
804
| – | – | 0.03% | 225 |
|
|
2019
Q4 | $90K | Hold |
804
| – | – | 0.04% | 230 |
|
|
2019
Q3 | $80K | Hold |
804
| – | – | 0.04% | 221 |
|
|
2019
Q2 | $80K | Hold |
804
| – | – | 0.04% | 220 |
|
|
2019
Q1 | $75K | Hold |
804
| – | – | 0.03% | 231 |
|
|
2018
Q4 | $64K | Hold |
804
| – | – | 0.03% | 236 |
|
|
2018
Q3 | $67K | Hold |
804
| – | – | 0.04% | 255 |
|
|
2018
Q2 | $66K | Hold |
804
| – | – | 0.03% | 254 |
|
|
2018
Q1 | $66K | Hold |
804
| – | – | 0.04% | 244 |
|
|
2017
Q4 | $65K | Hold |
804
| – | – | 0.03% | 248 |
|
|
2017
Q3 | $67K | Hold |
804
| – | – | 0.03% | 239 |
|
|
2017
Q2 | $63K | Buy |
+804
| New | +$63K | 0.03% | 235 |
|