YorkBridge Wealth Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-861
| Closed | -$86K | – | 472 |
|
|
2019
Q2 | $86K | Buy |
861
+561
| +187% | +$56K | 0.04% | 310 |
|
|
2019
Q1 | $28K | Buy |
300
+74
| +33% | +$6.91K | 0.01% | 420 |
|
|
2018
Q4 | $18K | Hold |
226
| – | – | 0.01% | 488 |
|
|
2018
Q3 | $19K | Sell |
226
-241
| -52% | -$20.3K | 0.01% | 533 |
|
|
2018
Q2 | $38K | Buy |
467
+12
| +3% | +$976 | 0.02% | 397 |
|
|
2018
Q1 | $37K | Sell |
455
-75
| -14% | -$6.1K | 0.02% | 399 |
|
|
2017
Q4 | $44K | Sell |
530
-25
| -5% | -$2.08K | 0.02% | 384 |
|
|
2017
Q3 | $47K | Buy |
555
+226
| +69% | +$19.1K | 0.02% | 380 |
|
|
2017
Q2 | $26K | Hold |
329
| – | – | 0.01% | 453 |
|
|
2017
Q1 | $24K | Buy |
329
+97
| +42% | +$7.08K | 0.01% | 465 |
|
|
2016
Q4 | $16K | Buy |
+232
| New | +$16K | 0.01% | 498 |
|