TrueWealth LLC’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $31K | Sell |
285
-18
| -6% | -$1.96K | 0.01% | 329 |
|
|
2020
Q1 | $26K | Sell |
303
-80
| -21% | -$6.87K | 0.01% | 330 |
|
|
2019
Q4 | $43K | Hold |
383
| – | – | 0.02% | 291 |
|
|
2019
Q3 | $38K | Buy |
383
+1
| +0.3% | +$99 | 0.02% | 293 |
|
|
2019
Q2 | $38K | Buy |
382
+81
| +27% | +$8.06K | 0.02% | 297 |
|
|
2019
Q1 | $28K | Hold |
301
| – | – | 0.01% | 331 |
|
|
2018
Q4 | $24K | Hold |
301
| – | – | 0.01% | 337 |
|
|
2018
Q3 | $25K | Hold |
301
| – | – | 0.01% | 359 |
|
|
2018
Q2 | $25K | Hold |
301
| – | – | 0.01% | 355 |
|
|
2018
Q1 | $25K | Sell |
301
-422
| -58% | -$35.1K | 0.01% | 331 |
|
|
2017
Q4 | $59K | Buy |
+723
| New | +$59K | 0.03% | 266 |
|