Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$560 Hold
3
﹤0.01% 3383
2024
Q2
$565 Buy
+3
New +$616 ﹤0.01% 3448
2024
Q1
Sell
-3
Closed -$521 4856
2023
Q4
$521 Buy
+3
New +$580 ﹤0.01% 4122
2023
Q3
Sell
-3
Closed -$575 4704
2023
Q2
$543 Buy
+3
New +$532 ﹤0.01% 3817
2023
Q1
Hold
0
5014
2022
Q3
Sell
-3
Closed -$543 5897
2022
Q2
$543 Sell
3
-929
-100% -$149K ﹤0.01% 6048
2022
Q1
$159K Buy
+932
New +$147K ﹤0.01% 4020
2021
Q4
Hold
0
5856
2021
Q3
Sell
-4
Closed -$605 5800
2021
Q2
$1K Buy
+4
New +$536 ﹤0.01% 4967
2021
Q1
Sell
-6,012
Closed -$692K 5563
2020
Q4
$703K Buy
+6,012
New +$683K 0.01% 2795
2020
Q3
Hold
0
4925
2020
Q2
Hold
0
4893
2020
Q1
Sell
-631
Closed -$67.3K 4556
2019
Q4
$70K Buy
+631
New +$65.9K ﹤0.01% 2968
2019
Q3
Hold
0
4351
2019
Q2
Hold
0
4337
2019
Q1
Hold
0
4574
2018
Q4
Sell
-50,082
Closed -$4.14M 4647
2018
Q3
$4.14M Buy
+50,082
New +$4.24M 0.17% 901

Other funds holding MRSH