Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.38M Sell
7,244
-981
-12% -$188K 0.11% 169
2023
Q2
$1.55M Sell
8,225
-33
-0.4% -$5.86K 0.11% 176
2023
Q1
$1.38M Buy
8,258
+1,684
+26% +$281K 0.1% 187
2022
Q4
$1.09M Buy
6,574
+4,261
+184% +$697K 0.08% 219
2022
Q3
$345K Buy
2,313
+94
+4% +$15.1K 0.03% 331
2022
Q2
$344K Buy
2,219
+95
+4% +$15.2K 0.03% 352
2022
Q1
$362K Buy
2,124
+239
+13% +$37.7K 0.02% 370
2021
Q4
$328K Buy
1,885
+188
+11% +$31.2K 0.02% 400
2021
Q3
$257K Buy
1,697
+99
+6% +$15K 0.02% 440
2021
Q2
$225K Buy
+1,598
New +$214K 0.02% 450
2021
Q1
Sell
-2,077
Closed -$243K 518
2020
Q4
$243K Buy
2,077
+77
+4% +$8.75K 0.02% 426
2020
Q3
$229K Sell
2,000
-102
-5% -$11.7K 0.02% 405
2020
Q2
$226K Buy
+2,102
New +$213K 0.02% 389

Other funds holding MRSH