Wellesley Investment Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,494
| Closed | -$234K | – | 120 |
|
|
2019
Q1 | $234K | Buy |
+2,494
| New | +$234K | 0.08% | 109 |
|
|
2018
Q4 | – | Sell |
-3,198
| Closed | -$264K | – | 126 |
|
|
2018
Q3 | $264K | Sell |
3,198
-110
| -3% | -$9.08K | 0.09% | 115 |
|
|
2018
Q2 | $271K | Buy |
3,308
+611
| +23% | +$50.1K | 0.09% | 110 |
|
|
2018
Q1 | $222K | Sell |
2,697
-460
| -15% | -$37.9K | 0.08% | 119 |
|
|
2017
Q4 | $256K | Hold |
3,157
| – | – | 0.1% | 106 |
|
|
2017
Q3 | $264K | Buy |
3,157
+126
| +4% | +$10.5K | 0.11% | 104 |
|
|
2017
Q2 | $236K | Buy |
3,031
+51
| +2% | +$3.97K | 0.1% | 102 |
|
|
2017
Q1 | $220K | Hold |
2,980
| – | – | 0.1% | 104 |
|
|
2016
Q4 | $201K | Hold |
2,980
| – | – | 0.1% | 106 |
|
|
2016
Q3 | $200K | Hold |
2,980
| – | – | 0.1% | 98 |
|
|
2016
Q2 | $204K | Buy |
+2,980
| New | +$204K | 0.11% | 94 |
|