Spectrum Asset Management (California)’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,690
| Closed | -$1.07M | – | 88 |
|
|
2019
Q2 | $1.07M | Buy |
+10,690
| New | +$1.07M | 0.67% | 50 |
|
|
2015
Q4 | – | Sell |
-18,635
| Closed | -$973K | – | 61 |
|
|
2015
Q3 | $973K | Hold |
18,635
| – | – | 1.14% | 23 |
|
|
2015
Q2 | $1.06M | Sell |
18,635
-175
| -0.9% | -$9.93K | 0.91% | 28 |
|
|
2015
Q1 | $1.06M | Sell |
18,810
-650
| -3% | -$36.5K | 0.93% | 29 |
|
|
2014
Q4 | $1.11M | Buy |
+19,460
| New | +$1.11M | 0.92% | 31 |
|