Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,156
Closed -$1.72M 539
2023
Q2
$1.72M Sell
9,156
-3,159
-26% -$561K 0.25% 83
2023
Q1
$2.05M Buy
12,315
+8,361
+211% +$1.39M 0.33% 47
2022
Q4
$654K Buy
+3,954
New +$647K 0.05% 191
2021
Q3
Sell
-1,850
Closed -$260K 540
2021
Q2
$260K Buy
+1,850
New +$248K 0.03% 352
2019
Q3
Sell
-3,447
Closed -$344K 490
2019
Q2
$344K Buy
3,447
+89
+3% +$8.52K 0.05% 260
2019
Q1
$315K Buy
+3,358
New +$297K 0.05% 239
2018
Q2
Sell
-17,738
Closed -$1.47M 459
2018
Q1
$1.47M Buy
+17,738
New +$1.47M 0.17% 151

Other funds holding MRSH