WFG Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $172K | Buy |
2,210
+1
| +0% | +$78 | 0.04% | 402 |
|
|
2017
Q1 | $163K | Sell |
2,209
-2,870
| -57% | -$212K | 0.04% | 374 |
|
|
2016
Q4 | $343K | Sell |
5,079
-108
| -2% | -$7.29K | 0.08% | 257 |
|
|
2016
Q3 | $349K | Buy |
5,187
+2
| +0% | +$135 | 0.09% | 233 |
|
|
2016
Q2 | $355K | Buy |
5,185
+696
| +16% | +$47.7K | 0.09% | 208 |
|
|
2016
Q1 | $273K | Sell |
4,489
-196
| -4% | -$11.9K | 0.08% | 250 |
|
|
2015
Q4 | $260K | Buy |
4,685
+501
| +12% | +$27.8K | 0.08% | 246 |
|
|
2015
Q3 | $218K | Sell |
4,184
-98
| -2% | -$5.11K | 0.07% | 273 |
|
|
2015
Q2 | $243K | Buy |
4,282
+1,109
| +35% | +$62.9K | 0.07% | 289 |
|
|
2015
Q1 | $178K | Sell |
3,173
-1,698
| -35% | -$95.3K | 0.05% | 383 |
|
|
2014
Q4 | $279K | Buy |
4,871
+575
| +13% | +$32.9K | 0.06% | 349 |
|
|
2014
Q3 | $225K | Buy |
4,296
+790
| +23% | +$41.4K | 0.04% | 419 |
|
|
2014
Q2 | $182K | Hold |
3,506
| – | – | 0.03% | 468 |
|
|
2014
Q1 | $173K | Sell |
3,506
-12
| -0.3% | -$592 | 0.03% | 469 |
|
|
2013
Q4 | $170K | Sell |
3,518
-1
| -0% | -$48 | 0.02% | 568 |
|
|
2013
Q3 | $153K | Buy |
3,519
+200
| +6% | +$8.7K | 0.02% | 569 |
|
|
2013
Q2 | $132K | Buy |
+3,319
| New | +$132K | 0.02% | 576 |
|