Tilia Fiduciary Partners’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 |
-184
| Closed | -$34.6K | – | 322 |
|
|
2023
Q2 | $34.6K | Hold |
184
| – | – | 0.03% | 253 |
|
|
2023
Q1 | $30.6K | Hold |
184
| – | – | 0.03% | 257 |
|
|
2022
Q4 | $30.4K | Hold |
184
| – | – | 0.03% | 246 |
|
|
2022
Q3 | $28K | Hold |
184
| – | – | 0.03% | 252 |
|
|
2022
Q2 | $28K | Hold |
184
| – | – | 0.03% | 262 |
|
|
2022
Q1 | $31K | Hold |
184
| – | – | 0.03% | 264 |
|
|
2021
Q4 | $32K | Buy |
+184
| New | +$32K | 0.03% | 268 |
|