WEC
Winslow Evans & Crocker’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $327K | Buy |
2,796
+952
| +52% | +$111K | 0.06% | 250 |
|
|
2020
Q3 | $212K | Sell |
1,844
-5,019
| -73% | -$577K | 0.05% | 261 |
|
|
2020
Q2 | $737K | Sell |
6,863
-627
| -8% | -$67.3K | 0.2% | 108 |
|
|
2020
Q1 | $650K | Buy |
7,490
+162
| +2% | +$14.1K | 0.21% | 101 |
|
|
2019
Q4 | $818K | Sell |
7,328
-60
| -0.8% | -$6.7K | 0.21% | 108 |
|
|
2019
Q3 | $742K | Sell |
7,388
-24
| -0.3% | -$2.41K | 0.21% | 108 |
|
|
2019
Q2 | $742K | Buy |
7,412
+756
| +11% | +$75.7K | 0.21% | 111 |
|
|
2019
Q1 | $626K | Buy |
6,656
+468
| +8% | +$44K | 0.18% | 130 |
|
|
2018
Q4 | $496K | Hold |
6,188
| – | – | 0.17% | 137 |
|
|
2018
Q3 | $514K | Hold |
6,188
| – | – | 0.16% | 146 |
|
|
2018
Q2 | $508K | Hold |
6,188
| – | – | 0.16% | 138 |
|
|
2018
Q1 | $511K | Sell |
6,188
-350
| -5% | -$28.9K | 0.17% | 132 |
|
|
2017
Q4 | $532K | Sell |
6,538
-2,150
| -25% | -$175K | 0.17% | 129 |
|
|
2017
Q3 | $728K | Buy |
8,688
+1
| +0% | +$84 | 0.24% | 98 |
|
|
2017
Q2 | $677K | Sell |
8,687
-1
| -0% | -$78 | 0.19% | 126 |
|
|
2017
Q1 | $642K | Sell |
8,688
-1,000
| -10% | -$73.9K | 0.2% | 112 |
|
|
2016
Q4 | $655K | Hold |
9,688
| – | – | 0.2% | 112 |
|
|
2016
Q3 | $651K | Hold |
9,688
| – | – | 0.19% | 116 |
|
|
2016
Q2 | $663K | Sell |
9,688
-149
| -2% | -$10.2K | 0.2% | 110 |
|
|
2016
Q1 | $598K | Sell |
9,837
-2,001
| -17% | -$122K | 0.18% | 120 |
|
|
2015
Q4 | $656K | Hold |
11,838
| – | – | 0.19% | 122 |
|
|
2015
Q3 | $618K | Hold |
11,838
| – | – | 0.19% | 118 |
|
|
2015
Q2 | $671K | Buy |
11,838
+1,850
| +19% | +$105K | 0.19% | 126 |
|
|
2015
Q1 | $560K | Hold |
9,988
| – | – | 0.16% | 146 |
|
|
2014
Q4 | $572K | Hold |
9,988
| – | – | 0.16% | 140 |
|
|
2014
Q3 | $523K | Buy |
9,988
+1
| +0% | +$52 | 0.15% | 166 |
|
|
2014
Q2 | $518K | Hold |
9,987
| – | – | 0.17% | 151 |
|
|
2014
Q1 | $492K | Hold |
9,987
| – | – | 0.17% | 143 |
|
|
2013
Q4 | $483K | Buy |
+9,987
| New | +$483K | 0.17% | 152 |
|