Willingdon Wealth Management’s Marsh & McLennan MMC Stock Holding History

Willingdon Wealth Management’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1.8M	Buy
2019 Q4	$104K	Hold
2019 Q3	$93K	Sell
2019 Q2	$100K	Hold
2019 Q1	$94K	Hold
2018 Q4	$80K	Sell
2018 Q3	$84K	Buy
2018 Q2	$82K	Hold
2018 Q1	$83K	Sell
2017 Q4	$85K	Buy
2017 Q3	$84K	Buy