HL Financial Services’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $495K | Sell |
5,272
-443
| -8% | -$39.2K | 0.01% | 511 |
|
|
2018
Q4 | $456K | Sell |
5,715
-311
| -5% | -$25.9K | 0.01% | 514 |
|
|
2018
Q3 | $498K | Buy |
6,026
+255
| +4% | +$21.6K | 0.01% | 531 |
|
|
2018
Q2 | $473K | Buy |
5,771
+59
| +1% | +$4.82K | 0.01% | 499 |
|
|
2018
Q1 | $472K | Sell |
5,712
-18
| -0.3% | -$1.49K | 0.01% | 507 |
|
|
2017
Q4 | $466K | Buy |
5,730
+18
| +0.3% | +$1.5K | 0.01% | 437 |
|
|
2017
Q3 | $479K | Buy |
5,712
+200
| +4% | +$15.9K | 0.01% | 494 |
|
|
2017
Q2 | $430K | Sell |
5,512
-36
| -0.6% | -$2.72K | 0.01% | 502 |
|
|
2017
Q1 | $410K | Sell |
5,548
-2,134
| -28% | -$152K | 0.01% | 499 |
|
|
2016
Q4 | $519K | Hold |
7,682
| – | – | 0.01% | 436 |
|
|
2016
Q3 | $517K | Sell |
7,682
-8,642
| -53% | -$579K | 0.01% | 421 |
|
|
2016
Q2 | $1.12M | Buy |
16,324
+60
| +0.4% | +$3.85K | 0.03% | 302 |
|
|
2016
Q1 | $989K | Buy |
16,264
+158
| +1% | +$8.85K | 0.02% | 308 |
|
|
2015
Q4 | $893K | Sell |
16,106
-113
| -0.7% | -$6.23K | 0.02% | 330 |
|
|
2015
Q3 | $847K | Sell |
16,219
-194
| -1% | -$10.8K | 0.02% | 307 |
|
|
2015
Q2 | $930K | Sell |
16,413
-154
| -0.9% | -$8.89K | 0.02% | 324 |
|
|
2015
Q1 | $929K | Sell |
16,567
-3,102
| -16% | -$175K | 0.03% | 314 |
|
|
2014
Q4 | $1.13M | Buy |
19,669
+7,889
| +67% | +$433K | 0.03% | 249 |
|
|
2014
Q3 | $617K | Sell |
11,780
-41,923
| -78% | -$2.19M | 0.02% | 361 |
|
|
2014
Q2 | $2.78M | Buy |
53,703
+3,789
| +8% | +$188K | 0.08% | 160 |
|
|
2014
Q1 | $2.46M | Buy |
+49,914
| New | +$2.39M | 0.07% | 169 |
|
|
2013
Q4 | – | Sell |
-5,050
| Closed | -$220K | – | 644 |
|
|
2013
Q3 | $220K | Hold |
5,050
| – | – | 0.01% | 532 |
|
|
2013
Q2 | $202K | Buy |
+5,050
| New | +$198K | 0.01% | 502 |
|
Other funds holding MRSH
