Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-411
Closed -$68K 4122
2023
Q1
$68K Buy
411
+100
+32% +$16.7K 0.01% 1172
2022
Q4
$51K Hold
311
0.01% 1559
2022
Q3
$46K Buy
+311
New +$49.9K 0.01% 1945
2022
Q2
Sell
-129
Closed -$20.7K 5583
2022
Q1
$21K Buy
+129
New +$20.3K ﹤0.01% 3026
2021
Q4
Hold
0
5996
2021
Q3
Sell
-8,498
Closed -$1.29M 6318
2021
Q2
$1.2M Buy
8,498
+8,148
+2,328% +$1.09M 0.09% 387
2021
Q1
$42K Buy
+350
New +$40.3K ﹤0.01% 2537
2020
Q4
Sell
-114
Closed -$13K 5452
2020
Q3
$13K Buy
+114
New +$13.1K ﹤0.01% 2788
2020
Q2
Hold
0
4931
2020
Q1
Sell
-138
Closed -$14.7K 4639
2019
Q4
$15K Sell
138
-2,214
-94% -$231K ﹤0.01% 2400
2019
Q3
$235K Sell
2,352
-721
-23% -$72.1K 0.03% 633
2019
Q2
$306K Buy
3,073
+2,273
+284% +$218K 0.04% 515
2019
Q1
$75K Buy
800
+200
+33% +$17.7K 0.01% 1173
2018
Q4
$47K Buy
+600
New +$50K 0.01% 1508
2018
Q3
Sell
-1,233
Closed -$104K 4667
2018
Q2
$101K Buy
1,233
+33
+3% +$2.69K 0.01% 1142
2018
Q1
$99K Sell
1,200
-2,186
-65% -$181K 0.01% 1186
2017
Q4
$275K Buy
3,386
+2,686
+384% +$223K 0.01% 803
2017
Q3
$58K Sell
700
-922
-57% -$73.1K ﹤0.01% 2114
2017
Q2
$126K Buy
1,622
+1,194
+279% +$90.2K 0.01% 1669
2017
Q1
$31K Buy
+428
New +$30.6K ﹤0.01% 2869
2016
Q4
Hold
0
7188
2016
Q3
Hold
0
7295
2016
Q2
Hold
0
7214
2016
Q1
Hold
0
7099
2015
Q4
Hold
0
6625

Other funds holding MRSH