QCI Asset Management’s Marsh MRSH Stock Holding History
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 |
|