Stearns Financial Services Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,401
| Closed | -$201K | – | 132 |
|
|
2017
Q3 | $201K | Sell |
2,401
-599
| -20% | -$50.1K | 0.05% | 125 |
|
|
2017
Q2 | $234K | Hold |
3,000
| – | – | 0.06% | 121 |
|
|
2017
Q1 | $222K | Hold |
3,000
| – | – | 0.05% | 124 |
|
|
2016
Q4 | $203K | Hold |
3,000
| – | – | 0.05% | 124 |
|
|
2016
Q3 | $202K | Buy |
+3,000
| New | +$202K | 0.05% | 124 |
|