ALERA INVESTMENT ADVISORS, LLC – Marsh & McLennan Companies, Inc. Transaction History
ALERA INVESTMENT ADVISORS, LLC portfolio value:
$306,000
portfolio value
ALERA INVESTMENT ADVISORS, LLC quarter portfolio value change:
-3.84%
quarter
Marsh & McLennan Companies, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.74% | 35 shares | -8K | $149.29 | 2.05K |
| Q2 2022 | share | Increase | +3.65% | 71 shares | -18K | $155.25 | 2.01K |
| Q1 2022 | share | Increase | +5.99% | 110 shares | 13K | $170.42 | 1.94K |
| Q4 2021 | share | 0.00% | 0 shares | 41K | $173.49 | 1.83K | |
| Q3 2021 | share | Increase | +0.33% | 6 shares | 21K | $150.91 | 1.83K |
| Q2 2021 | share | Decrease | -22.79% | -540 shares | -32K | $139.68 | 1.82K |
| Q1 2021 | share | Decrease | -0.34% | -8 shares | 11K | $120.49 | 2.36K |
| Q4 2020 | share | Increase | +0.34% | 8 shares | 6K | $115.25 | 2.37K |
| Q3 2020 | share | 0.00% | 0 shares | 18K | $112.53 | 2.36K | |
| Q2 2020 | share | 0.00% | 0 shares | 49K | $104.91 | 2.36K | |
| Q1 2020 | share | 0.00% | 0 shares | -59K | $84.04 | 2.36K | |
| Q4 2019 | share | Decrease | -6.66% | -169 shares | 10K | $107.87 | 2.36K |
| Q3 2019 | share | Decrease | -4.48% | -119 shares | -11K | $96.41 | 2.53K |
| Q2 2019 | share | 0.00% | 0 shares | 16K | $95.7 | 2.65K | |
| Q1 2019 | share | Decrease | -2.10% | -57 shares | 33K | $89.68 | 2.65K |
| Q4 2018 | share | Increase | 0.00% | 2.71K shares | 216K | $75.79 | 2.71K |