WealthSource Partners’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,907
| Closed | -$484K | – | 515 |
|
|
2023
Q1 | $484K | Buy |
2,907
+13
| +0.4% | +$2.17K | 0.03% | 309 |
|
|
2022
Q4 | $479K | Sell |
2,894
-44
| -1% | -$7.28K | 0.03% | 312 |
|
|
2022
Q3 | $439K | Buy |
2,938
+774
| +36% | +$116K | 0.03% | 323 |
|
|
2022
Q2 | $336K | Buy |
2,164
+50
| +2% | +$7.76K | 0.02% | 375 |
|
|
2022
Q1 | $360K | Buy |
2,114
+121
| +6% | +$20.6K | 0.02% | 411 |
|
|
2021
Q4 | $346K | Sell |
1,993
-311
| -13% | -$54K | 0.03% | 390 |
|
|
2021
Q3 | $349K | Buy |
2,304
+578
| +33% | +$87.6K | 0.03% | 357 |
|
|
2021
Q2 | $243K | Buy |
+1,726
| New | +$243K | 0.02% | 409 |
|