USCA RIA’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,755
| Closed | -$220K | – | 451 |
|
|
2018
Q4 | $220K | Hold |
2,755
| – | – | 0.03% | 376 |
|
|
2018
Q3 | $228K | Buy |
2,755
+165
| +6% | +$13.7K | 0.02% | 430 |
|
|
2018
Q2 | $212K | Sell |
2,590
-45,340
| -95% | -$3.71M | 0.02% | 422 |
|
|
2018
Q1 | $3.96M | Buy |
47,930
+36,333
| +313% | +$3M | 0.44% | 63 |
|
|
2017
Q4 | $944K | Sell |
11,597
-36,447
| -76% | -$2.97M | 0.1% | 213 |
|
|
2017
Q3 | $3.75M | Hold |
48,044
| – | – | 0.48% | 56 |
|
|
2017
Q2 | $3.75M | Buy |
48,044
+36,256
| +308% | +$2.83M | 0.48% | 57 |
|
|
2017
Q1 | $871K | Hold |
11,788
| – | – | 0.13% | 194 |
|
|
2016
Q4 | $797K | Hold |
11,788
| – | – | 0.12% | 191 |
|
|
2016
Q3 | $793K | Hold |
11,788
| – | – | 0.13% | 186 |
|
|
2016
Q2 | $807K | Sell |
11,788
-13,565
| -54% | -$929K | 0.14% | 176 |
|
|
2016
Q1 | $1.54M | Buy |
+25,353
| New | +$1.54M | 0.28% | 100 |
|
|
2015
Q4 | – | Sell |
-21,542
| Closed | -$1.13M | – | 374 |
|
|
2015
Q3 | $1.13M | Buy |
21,542
+557
| +3% | +$29.1K | 0.28% | 102 |
|
|
2015
Q2 | $1.19M | Buy |
+20,985
| New | +$1.19M | 0.32% | 88 |
|