Smith Hayes Advisers’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $292K | Hold |
4,800
| – | – | 0.06% | 258 |
|
|
2015
Q4 | $266K | Sell |
4,800
-1,000
| -17% | -$55.4K | 0.06% | 267 |
|
|
2015
Q3 | $304K | Buy |
5,800
+600
| +12% | +$31.4K | 0.07% | 238 |
|
|
2015
Q2 | $295K | Sell |
5,200
-200
| -4% | -$11.3K | 0.06% | 257 |
|
|
2015
Q1 | $303K | Sell |
5,400
-1,600
| -23% | -$89.8K | 0.06% | 257 |
|
|
2014
Q4 | $401K | Hold |
7,000
| – | – | 0.08% | 224 |
|
|
2014
Q3 | $366K | Sell |
7,000
-1,000
| -13% | -$52.3K | 0.09% | 215 |
|
|
2014
Q2 | $415K | Hold |
8,000
| – | – | 0.1% | 205 |
|
|
2014
Q1 | $394K | Sell |
8,000
-1,309
| -14% | -$64.5K | 0.1% | 201 |
|
|
2013
Q4 | $450K | Hold |
9,309
| – | – | 0.15% | 159 |
|
|
2013
Q3 | $405K | Buy |
9,309
+4
| +0% | +$174 | 0.15% | 155 |
|
|
2013
Q2 | $371K | Buy |
+9,305
| New | +$371K | 0.15% | 156 |
|