Stevard LLC’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,733
| Closed | -$320K | – | 60 |
|
|
2020
Q4 | $320K | Sell |
2,733
-2,544
| -48% | -$298K | 0.11% | 59 |
|
|
2020
Q3 | $605K | Hold |
5,277
| – | – | 0.25% | 59 |
|
|
2020
Q2 | $567K | Buy |
5,277
+2,544
| +93% | +$273K | 0.29% | 52 |
|
|
2020
Q1 | $236K | Hold |
2,733
| – | – | 0.15% | 52 |
|
|
2019
Q4 | $304K | Buy |
+2,733
| New | +$304K | 0.19% | 53 |
|