TPWA
TRUE Private Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-43,409
| Closed | -$4.84M | – | 769 |
|
|
2019
Q4 | $4.84M | Sell |
43,409
-76
| -0.2% | -$8.47K | 0.74% | 18 |
|
|
2019
Q3 | $4.35M | Hold |
43,485
| – | – | 0.75% | 18 |
|
|
2019
Q2 | $4.34M | Hold |
43,485
| – | – | 0.74% | 17 |
|
|
2019
Q1 | $4.08M | Buy |
43,485
+19,983
| +85% | +$1.88M | 0.78% | 18 |
|
|
2018
Q4 | $1.87M | Buy |
23,502
+275
| +1% | +$21.9K | 0.33% | 57 |
|
|
2018
Q3 | $1.92M | Sell |
23,227
-10,688
| -32% | -$884K | 0.27% | 67 |
|
|
2018
Q2 | $2.78M | Buy |
33,915
+202
| +0.6% | +$16.6K | 0.44% | 47 |
|
|
2018
Q1 | $2.78M | Sell |
33,713
-10
| -0% | -$826 | 0.48% | 43 |
|
|
2017
Q4 | $2.74M | Buy |
33,723
+29,398
| +680% | +$2.39M | 0.48% | 42 |
|
|
2017
Q3 | $362K | Sell |
4,325
-11
| -0.3% | -$921 | 0.08% | 103 |
|
|
2017
Q2 | $338K | Buy |
4,336
+66
| +2% | +$5.15K | 0.08% | 103 |
|
|
2017
Q1 | $313K | Sell |
4,270
-66
| -2% | -$4.84K | 0.07% | 104 |
|
|
2016
Q4 | $292K | Buy |
4,336
+66
| +2% | +$4.45K | 0.07% | 110 |
|
|
2016
Q3 | $280K | Sell |
4,270
-86
| -2% | -$5.64K | 0.09% | 105 |
|
|
2016
Q2 | $298K | Hold |
4,356
| – | – | 0.1% | 97 |
|
|
2016
Q1 | $265K | Buy |
+4,356
| New | +$265K | 0.1% | 98 |
|