Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-556
Closed -$62K 612
2019
Q4
$62K Sell
556
-142
-20% -$14.8K 0.01% 239
2019
Q3
$70K Buy
698
+142
+26% +$14.2K 0.01% 236
2019
Q2
$55K Hold
556
0.01% 261
2019
Q1
$52K Hold
556
0.01% 260
2018
Q4
$44K Hold
556
﹤0.01% 275
2018
Q3
$46K Buy
+556
New +$47.1K ﹤0.01% 285
2018
Q1
Sell
-112
Closed -$9K 608
2017
Q4
$9K Hold
112
﹤0.01% 463
2017
Q3
$9K Hold
112
﹤0.01% 409
2017
Q2
$9K Hold
112
﹤0.01% 437
2017
Q1
$8K Sell
112
-100
-47% -$7.15K ﹤0.01% 412
2016
Q4
$14K Sell
212
-100
-32% -$6.7K ﹤0.01% 330
2016
Q3
$21K Hold
312
﹤0.01% 277
2016
Q2
$21K Hold
312
﹤0.01% 285
2016
Q1
$19K Hold
312
﹤0.01% 301
2015
Q4
$17K Hold
312
﹤0.01% 303
2015
Q3
$16K Hold
312
﹤0.01% 313
2015
Q2
$18K Hold
312
﹤0.01% 288
2015
Q1
$18K Hold
312
﹤0.01% 293
2014
Q4
$18K Hold
312
﹤0.01% 304
2014
Q3
$16K Hold
312
﹤0.01% 330
2014
Q2
$16K Hold
312
﹤0.01% 323
2014
Q1
$15K Hold
312
﹤0.01% 327
2013
Q4
$15K Buy
+312
New +$14.5K ﹤0.01% 322

Other funds holding MRSH