Financial Architects (New Jersey)’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-132
| Closed | -$14K | – | 563 |
|
|
2020
Q2 | $14K | Hold |
132
| – | – | ﹤0.01% | 602 |
|
|
2020
Q1 | $11K | Hold |
132
| – | – | ﹤0.01% | 603 |
|
|
2019
Q4 | $15K | Hold |
132
| – | – | ﹤0.01% | 613 |
|
|
2019
Q3 | $13K | Hold |
132
| – | – | ﹤0.01% | 683 |
|
|
2019
Q2 | $13K | Sell |
132
-1,103
| -89% | -$106K | ﹤0.01% | 826 |
|
|
2019
Q1 | $116K | Sell |
1,235
-155
| -11% | -$13.7K | 0.02% | 425 |
|
|
2018
Q4 | $111K | Sell |
1,390
-201
| -13% | -$16.8K | 0.02% | 381 |
|
|
2018
Q3 | $131K | Buy |
1,591
+219
| +16% | +$18.6K | 0.02% | 398 |
|
|
2018
Q2 | $112K | Sell |
1,372
-32
| -2% | -$2.61K | 0.02% | 389 |
|
|
2018
Q1 | $116K | Sell |
1,404
-1,238
| -47% | -$103K | 0.02% | 424 |
|
|
2017
Q4 | $215K | Sell |
2,642
-68
| -3% | -$5.65K | 0.04% | 313 |
|
|
2017
Q3 | $227K | Buy |
2,710
+1,010
| +59% | +$80.1K | 0.04% | 298 |
|
|
2017
Q2 | $133K | Sell |
1,700
-71
| -4% | -$5.36K | 0.03% | 416 |
|
|
2017
Q1 | $131K | Sell |
1,771
-81
| -4% | -$5.79K | 0.02% | 400 |
|
|
2016
Q4 | $125K | Sell |
1,852
-292
| -14% | -$19.6K | 0.03% | 342 |
|
|
2016
Q3 | $144K | Hold |
2,144
| – | – | 0.04% | 320 |
|
|
2016
Q2 | $146K | Buy |
2,144
+1,641
| +326% | +$105K | 0.04% | 305 |
|
|
2016
Q1 | $31K | Buy |
+503
| New | +$28.2K | 0.01% | 493 |
|
|
2015
Q3 | – | Sell |
-503
| Closed | -$29K | – | 640 |
|
|
2015
Q2 | $29K | Buy |
503
+136
| +37% | +$7.86K | 0.01% | 547 |
|
|
2015
Q1 | $21K | Sell |
367
-220
| -37% | -$12.4K | 0.01% | 570 |
|
|
2014
Q4 | $34K | Buy |
587
+352
| +150% | +$19.3K | 0.01% | 412 |
|
|
2014
Q3 | $12K | Hold |
235
| – | – | 0.01% | 559 |
|
|
2014
Q2 | $12K | Buy |
+235
| New | +$11.7K | 0.01% | 594 |
|
|
2013
Q4 | – | Sell |
-1
| Closed | – | – | 397 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 763 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | +$39 | ﹤0.01% | 633 |
|
Other funds holding MRSH
