Steward Financial Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19K | Buy |
102
+25
| +32% | +$4.66K | 0.01% | 259 |
|
|
2023
Q2 | $14K | Buy |
+77
| New | +$14K | ﹤0.01% | 302 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$6K | – | 832 |
|
|
2022
Q2 | $6K | Buy |
45
+26
| +137% | +$3.47K | 0.01% | 305 |
|
|
2022
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 267 |
|
|
2021
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 209 |
|