WESPAC Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,970
| Closed | -$242K | – | 161 |
|
|
2017
Q4 | $242K | Sell |
2,970
-3,088
| -51% | -$252K | 0.22% | 107 |
|
|
2017
Q3 | $508K | Buy |
6,058
+345
| +6% | +$28.9K | 0.34% | 90 |
|
|
2017
Q2 | $445K | Buy |
5,713
+1,399
| +32% | +$109K | 0.3% | 98 |
|
|
2017
Q1 | $319K | Sell |
4,314
-456
| -10% | -$33.7K | 0.37% | 89 |
|
|
2016
Q4 | $322K | Buy |
+4,770
| New | +$322K | 0.36% | 81 |
|