Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,391
Closed -$533K 176
2024
Q3
$533K Sell
2,391
-38
-2% -$8.44K 0.32% 89
2024
Q2
$512K Buy
+2,429
New +$499K 0.51% 102
2024
Q1
Sell
-2,671
Closed -$506K 379
2023
Q4
$506K Sell
2,671
-240
-8% -$46.4K 0.32% 108
2023
Q3
$554K Buy
2,911
+1,188
+69% +$228K 0.16% 146
2023
Q2
$324K Sell
1,723
-919
-35% -$163K 0.16% 125
2023
Q1
$440K Buy
2,642
+160
+6% +$26.7K 0.14% 129
2022
Q4
$411K Sell
2,482
-152
-6% -$24.9K 0.13% 109
2022
Q3
$394K Buy
2,634
+350
+15% +$56.2K 0.07% 134
2022
Q2
$355K Buy
+2,284
New +$366K 0.08% 138

Other funds holding MRSH