TrustCore Financial Services’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $562K | Buy |
3,395
+67
| +2% | +$11.1K | 0.05% | 162 |
|
|
2022
Q3 | $497K | Buy |
3,328
+3,114
| +1,455% | +$465K | 0.05% | 166 |
|
|
2022
Q2 | $33K | Hold |
214
| – | – | ﹤0.01% | 531 |
|
|
2022
Q1 | $36K | Hold |
214
| – | – | ﹤0.01% | 534 |
|
|
2021
Q4 | $37K | Sell |
214
-31
| -13% | -$5.36K | ﹤0.01% | 499 |
|
|
2021
Q3 | $37K | Buy |
245
+31
| +14% | +$4.68K | ﹤0.01% | 529 |
|
|
2021
Q2 | $30K | Buy |
+214
| New | +$30K | ﹤0.01% | 547 |
|
|
2021
Q1 | – | Sell |
-95
| Closed | -$11K | – | 954 |
|
|
2020
Q4 | $11K | Buy |
+95
| New | +$11K | ﹤0.01% | 649 |
|
|
2018
Q4 | – | Sell |
-337
| Closed | -$28K | – | 644 |
|
|
2018
Q3 | $28K | Buy |
337
+1
| +0.3% | +$83 | 0.01% | 383 |
|
|
2018
Q2 | $28K | Hold |
336
| – | – | 0.01% | 378 |
|
|
2018
Q1 | $28K | Buy |
336
+1
| +0.3% | +$83 | 0.01% | 350 |
|
|
2017
Q4 | $27K | Buy |
+335
| New | +$27K | 0.01% | 349 |
|