Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,499
Closed -$1.16M 495
2024
Q2
$1.16M Buy
+5,499
New +$1.13M 0.04% 273
2022
Q4
Sell
-17,184
Closed -$2.56M 533
2022
Q3
$2.56M Buy
+17,184
New +$2.76M 0.07% 305
2022
Q1
Sell
-2,392
Closed -$416K 665
2021
Q4
$416K Buy
+2,392
New +$397K 0.01% 438
2021
Q1
Sell
-5,447
Closed -$637K 858
2020
Q4
$637K Sell
5,447
-25,353
-82% -$2.88M 0.02% 457
2020
Q3
$3.53M Buy
+30,800
New +$3.53M 0.14% 256
2019
Q3
Sell
-2,500
Closed -$249K 1220
2019
Q2
$249K Buy
+2,500
New +$239K 0.01% 804
2018
Q4
Sell
-4,500
Closed -$372K 1304
2018
Q3
$372K Sell
4,500
-1,926
-30% -$163K 0.01% 895
2018
Q2
$527K Sell
6,426
-7,863
-55% -$642K 0.01% 952
2018
Q1
$1.18M Sell
14,289
-42,356
-75% -$3.51M 0.03% 789
2017
Q4
$4.61M Buy
56,645
+40,045
+241% +$3.33M 0.08% 538
2017
Q3
$1.39M Buy
+16,600
New +$1.32M 0.03% 870
2014
Q1
Sell
-9,452
Closed -$457K 304
2013
Q4
$457K Buy
+9,452
New +$438K 0.04% 152

Other funds holding MRSH