Telemus Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $229K | Buy |
1,207
+11
| +0.9% | +$2.08K | 0.02% | 305 |
|
|
2023
Q3 | $228K | Sell |
1,196
-223
| -16% | -$42.4K | 0.02% | 283 |
|
|
2023
Q2 | $267K | Buy |
+1,419
| New | +$267K | 0.02% | 280 |
|
|
2022
Q1 | – | Sell |
-1,160
| Closed | -$202K | – | 370 |
|
|
2021
Q4 | $202K | Buy |
+1,160
| New | +$202K | 0.02% | 357 |
|