TLP Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,098
| Closed | -$90K | – | 23 |
|
|
2018
Q4 | $90K | Sell |
1,098
-301
| -22% | -$24.7K | 0.33% | 27 |
|
|
2018
Q3 | $116K | Buy |
1,399
+290
| +26% | +$24K | 0.18% | 76 |
|
|
2018
Q2 | $91K | Sell |
1,109
-6,034
| -84% | -$495K | 0.14% | 87 |
|
|
2018
Q1 | $590K | Buy |
+7,143
| New | +$590K | 0.4% | 18 |
|
|
2017
Q1 | – | Sell |
-2,766
| Closed | -$187K | – | 387 |
|
|
2016
Q4 | $187K | Buy |
2,766
+896
| +48% | +$60.6K | 0.19% | 139 |
|
|
2016
Q3 | $126K | Buy |
+1,870
| New | +$126K | 0.13% | 163 |
|
|
2016
Q1 | – | Sell |
-5,555
| Closed | -$308K | – | 338 |
|
|
2015
Q4 | $308K | Buy |
+5,555
| New | +$308K | 0.25% | 149 |
|