Wilson Kemp & Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,000
| Closed | -$207K | – | 41 |
|
|
2014
Q2 | $207K | Buy |
+4,000
| New | +$207K | 0.74% | 54 |
|
|
2014
Q1 | – | Sell |
-9,500
| Closed | -$459K | – | 63 |
|
|
2013
Q4 | $459K | Sell |
9,500
-700
| -7% | -$33.8K | 0.88% | 42 |
|
|
2013
Q3 | $444K | Hold |
10,200
| – | – | 0.98% | 37 |
|
|
2013
Q2 | $407K | Buy |
+10,200
| New | +$407K | 0.39% | 63 |
|