Ten Capital Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-72
| Closed | -$12K | – | 412 |
|
|
2023
Q1 | $12K | Buy |
+72
| New | +$12K | ﹤0.01% | 355 |
|
|
2022
Q3 | – | Sell |
-46
| Closed | -$7K | – | 602 |
|
|
2022
Q2 | $7K | Hold |
46
| – | – | ﹤0.01% | 304 |
|
|
2022
Q1 | $8K | Hold |
46
| – | – | ﹤0.01% | 319 |
|
|
2021
Q4 | $8K | Hold |
46
| – | – | ﹤0.01% | 326 |
|
|
2021
Q3 | $7K | Hold |
46
| – | – | ﹤0.01% | 297 |
|
|
2021
Q2 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 357 |
|