V Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,279
Closed -$241K 266
2023
Q2
$241K Sell
1,279
-4
-0.3% -$752 0.04% 327
2023
Q1
$214K Sell
1,283
-7
-0.5% -$1.17K 0.04% 348
2022
Q4
$213K Buy
+1,290
New +$213K 0.04% 332