TFO Wealth Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$206 | – | 487 |
|
|
2024
Q1 | $206 | Sell |
1
-1
| -50% | -$206 | ﹤0.01% | 481 |
|
|
2023
Q4 | $379 | Hold |
2
| – | – | ﹤0.01% | 429 |
|
|
2023
Q3 | $376 | Buy |
2
+1
| +100% | +$188 | ﹤0.01% | 555 |
|
|
2023
Q2 | $188 | Hold |
1
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $167 | Sell |
1
-264
| -100% | -$44.1K | ﹤0.01% | 527 |
|
|
2022
Q4 | $3.81K | Buy |
+265
| New | +$3.81K | ﹤0.01% | 191 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 350 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 436 |
|
|
2020
Q4 | – | Sell |
-41
| Closed | -$5K | – | 133 |
|
|
2020
Q3 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 106 |
|