tru Independence’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-522
| Closed | -$73K | – | 284 |
|
|
2021
Q2 | $73K | Sell |
522
-1,387
| -73% | -$194K | 0.02% | 162 |
|
|
2021
Q1 | $232K | Sell |
1,909
-344
| -15% | -$41.8K | 0.04% | 228 |
|
|
2020
Q4 | $264 | Buy |
2,253
+806
| +56% | +$94 | ﹤0.01% | 412 |
|
|
2020
Q3 | $166K | Buy |
1,447
+1,036
| +252% | +$119K | 0.05% | 170 |
|
|
2020
Q2 | $44 | Hold |
411
| – | – | 0.01% | 393 |
|
|
2020
Q1 | $35 | Hold |
411
| – | – | 0.01% | 332 |
|
|
2019
Q4 | $35K | Buy |
+411
| New | +$35K | 0.01% | 415 |
|