SPWM
Spartan Planning & Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $44.5K | Sell |
235
-1,097
| -82% | -$208K | 0.05% | 147 |
|
|
2023
Q3 | $253K | Buy |
+1,332
| New | +$253K | 0.3% | 51 |
|
|
2022
Q4 | $413K | Buy |
2,494
+1,073
| +76% | +$178K | 0.51% | 30 |
|
|
2022
Q3 | $212K | Sell |
1,421
-1,746
| -55% | -$260K | 0.28% | 24 |
|
|
2022
Q2 | $492K | Buy |
3,167
+121
| +4% | +$18.8K | 0.66% | 19 |
|
|
2022
Q1 | $519K | Buy |
+3,046
| New | +$519K | 0.65% | 25 |
|