WWM
Willingdon Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.8M | Buy |
20,768
+19,837
| +2,131% | +$1.72M | 0.45% | 59 |
|
|
2019
Q4 | $104K | Hold |
931
| – | – | 0.02% | 149 |
|
|
2019
Q3 | $93K | Sell |
931
-69
| -7% | -$6.89K | 0.02% | 148 |
|
|
2019
Q2 | $100K | Hold |
1,000
| – | – | 0.02% | 147 |
|
|
2019
Q1 | $94K | Hold |
1,000
| – | – | 0.02% | 151 |
|
|
2018
Q4 | $80K | Sell |
1,000
-19
| -2% | -$1.52K | 0.02% | 158 |
|
|
2018
Q3 | $84K | Buy |
1,019
+19
| +2% | +$1.57K | 0.02% | 173 |
|
|
2018
Q2 | $82K | Hold |
1,000
| – | – | 0.03% | 159 |
|
|
2018
Q1 | $83K | Sell |
1,000
-40
| -4% | -$3.32K | 0.03% | 144 |
|
|
2017
Q4 | $85K | Buy |
1,040
+40
| +4% | +$3.27K | 0.03% | 139 |
|
|
2017
Q3 | $84K | Buy |
+1,000
| New | +$84K | 0.03% | 132 |
|