TD Ameritrade Investment Management’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 | – | Sell |
-639
| Closed | -$120K | – | 300 |
|
|
2023
Q2 | $120K | Sell |
639
-36
| -5% | -$6.76K | ﹤0.01% | 201 |
|
|
2023
Q1 | $112K | Sell |
675
-167
| -20% | -$27.7K | ﹤0.01% | 215 |
|
|
2022
Q4 | $139K | Sell |
842
-259
| -24% | -$42.8K | ﹤0.01% | 211 |
|
|
2022
Q3 | $164K | Sell |
1,101
-107
| -9% | -$15.9K | ﹤0.01% | 223 |
|
|
2022
Q2 | $188K | Sell |
1,208
-182
| -13% | -$28.3K | ﹤0.01% | 223 |
|
|
2022
Q1 | $237K | Sell |
1,390
-93
| -6% | -$15.9K | ﹤0.01% | 232 |
|
|
2021
Q4 | $258K | Buy |
1,483
+749
| +102% | +$130K | ﹤0.01% | 227 |
|
|
2021
Q3 | $84K | Sell |
734
-268
| -27% | -$30.7K | ﹤0.01% | 276 |
|
|
2021
Q2 | $141K | Buy |
1,002
+264
| +36% | +$37.2K | ﹤0.01% | 258 |
|
|
2021
Q1 | $86K | Hold |
738
| – | – | ﹤0.01% | 284 |
|
|
2020
Q4 | $86K | Buy |
738
+4
| +0.5% | +$466 | ﹤0.01% | 284 |
|
|
2020
Q3 | $84K | Buy |
734
+60
| +9% | +$6.87K | ﹤0.01% | 276 |
|
|
2020
Q2 | $72K | Buy |
674
+71
| +12% | +$7.59K | ﹤0.01% | 271 |
|
|
2020
Q1 | $52K | Sell |
603
-10
| -2% | -$862 | ﹤0.01% | 289 |
|
|
2019
Q4 | $68K | Buy |
613
+245
| +67% | +$27.2K | ﹤0.01% | 285 |
|
|
2019
Q3 | $37K | Buy |
368
+289
| +366% | +$29.1K | ﹤0.01% | 321 |
|
|
2019
Q2 | $8K | Buy |
+79
| New | +$8K | ﹤0.01% | 433 |
|