Trutina Financial’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,815
| Closed | -$293K | – | 63 |
|
|
2016
Q1 | $293K | Hold |
4,815
| – | – | 0.33% | 54 |
|
|
2015
Q4 | $267K | Sell |
4,815
-650
| -12% | -$36K | 0.33% | 51 |
|
|
2015
Q3 | $285K | Sell |
5,465
-100
| -2% | -$5.22K | 0.31% | 51 |
|
|
2015
Q2 | $316K | Hold |
5,565
| – | – | 0.28% | 51 |
|
|
2015
Q1 | $312K | Sell |
5,565
-375
| -6% | -$21K | 0.26% | 54 |
|
|
2014
Q4 | $340K | Sell |
5,940
-450
| -7% | -$25.8K | 0.27% | 44 |
|
|
2014
Q3 | $334K | Sell |
6,390
-200
| -3% | -$10.5K | 0.25% | 46 |
|
|
2014
Q2 | $341K | Hold |
6,590
| – | – | 0.25% | 48 |
|
|
2014
Q1 | $325K | Sell |
6,590
-450
| -6% | -$22.2K | 0.24% | 52 |
|
|
2013
Q4 | $340K | Hold |
7,040
| – | – | 0.29% | 50 |
|
|
2013
Q3 | $307K | Buy |
7,040
+200
| +3% | +$8.72K | 0.3% | 46 |
|
|
2013
Q2 | $273K | Buy |
+6,840
| New | +$273K | 0.22% | 56 |
|