Stifel Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $72K | Sell |
1,372
-100
| -7% | -$5.25K | 0.01% | 240 |
|
|
2014
Q2 | $77K | Sell |
1,472
-75
| -5% | -$3.92K | 0.01% | 234 |
|
|
2014
Q1 | $77K | Sell |
1,547
-125
| -7% | -$6.22K | 0.01% | 236 |
|
|
2013
Q4 | $81K | Hold |
1,672
| – | – | 0.02% | 229 |
|
|
2013
Q3 | $73K | Sell |
1,672
-200
| -11% | -$8.73K | 0.01% | 240 |
|
|
2013
Q2 | $75K | Buy |
+1,872
| New | +$75K | 0.02% | 229 |
|