M&R Capital Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-114
| Closed | -$21.4K | – | 626 |
|
|
2023
Q2 | $21.4K | Hold |
114
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $19K | Hold |
114
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $18.9K | Hold |
114
| – | – | 0.01% | 302 |
|
|
2022
Q3 | $17K | Hold |
114
| – | – | ﹤0.01% | 290 |
|
|
2022
Q2 | $17K | Hold |
114
| – | – | ﹤0.01% | 295 |
|
|
2022
Q1 | $19K | Hold |
114
| – | – | ﹤0.01% | 296 |
|
|
2021
Q4 | $19K | Hold |
114
| – | – | ﹤0.01% | 302 |
|
|
2021
Q3 | $17K | Hold |
114
| – | – | ﹤0.01% | 309 |
|
|
2021
Q2 | $16K | Hold |
114
| – | – | ﹤0.01% | 312 |
|
|
2021
Q1 | $13K | Hold |
114
| – | – | ﹤0.01% | 317 |
|
|
2020
Q4 | $13K | Hold |
114
| – | – | ﹤0.01% | 333 |
|
|
2020
Q3 | $13K | Hold |
114
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $12K | Hold |
114
| – | – | ﹤0.01% | 344 |
|
|
2020
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 350 |
|
|
2019
Q4 | $12K | Hold |
114
| – | – | ﹤0.01% | 369 |
|
|
2019
Q3 | $11K | Sell |
114
-31
| -21% | -$3.1K | ﹤0.01% | 398 |
|
|
2019
Q2 | $14K | Hold |
145
| – | – | ﹤0.01% | 388 |
|
|
2019
Q1 | $13K | Hold |
145
| – | – | ﹤0.01% | 398 |
|
|
2018
Q4 | $11K | Hold |
145
| – | – | ﹤0.01% | 403 |
|
|
2018
Q3 | $11K | Hold |
145
| – | – | ﹤0.01% | 428 |
|
|
2018
Q2 | $11K | Buy |
145
+31
| +27% | +$2.53K | ﹤0.01% | 423 |
|
|
2018
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 442 |
|
|
2017
Q4 | $9K | Sell |
114
-160
| -58% | -$13.3K | ﹤0.01% | 450 |
|
|
2017
Q3 | $22K | Buy |
274
+34
| +14% | +$2.69K | 0.01% | 375 |
|
|
2017
Q2 | $18K | Buy |
240
+78
| +48% | +$5.89K | ﹤0.01% | 388 |
|
|
2017
Q1 | $11K | Sell |
162
-19
| -10% | -$1.36K | ﹤0.01% | 441 |
|
|
2016
Q4 | $12K | Sell |
181
-23
| -11% | -$1.54K | ﹤0.01% | 422 |
|
|
2016
Q3 | $13K | Hold |
204
| – | – | ﹤0.01% | 407 |
|
|
2016
Q2 | $13K | Buy |
+204
| New | +$13.1K | ﹤0.01% | 403 |
|
Other funds holding MRSH
