Steel Grove Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,250
| Closed | -$339K | – | 215 |
|
|
2018
Q4 | $339K | Buy |
4,250
+334
| +9% | +$26.6K | 0.05% | 236 |
|
|
2018
Q3 | $324K | Hold |
3,916
| – | – | 0.05% | 247 |
|
|
2018
Q2 | $321K | Sell |
3,916
-6,265
| -62% | -$514K | 0.05% | 238 |
|
|
2018
Q1 | $841K | Sell |
10,181
-1,191
| -10% | -$98.4K | 0.13% | 151 |
|
|
2017
Q4 | $926K | Buy |
11,372
+6,464
| +132% | +$526K | 0.14% | 134 |
|
|
2017
Q3 | $411K | Sell |
4,908
-1,920
| -28% | -$161K | 0.07% | 186 |
|
|
2017
Q2 | $532K | Buy |
6,828
+963
| +16% | +$75K | 0.09% | 170 |
|
|
2017
Q1 | $433K | Buy |
+5,865
| New | +$433K | 0.08% | 178 |
|