Whitnell & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-56
| Closed | -$5K | – | 254 |
|
|
2018
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 242 |
|
|
2018
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 261 |
|
|
2018
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 289 |
|
|
2017
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 253 |
|
|
2017
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 224 |
|
|
2017
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 229 |
|
|
2017
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 249 |
|