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MRSH

Surevest’s Marsh MRSH Stock Holding History

Surevest’s Portfolio MRSH Stock Details MRSH Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$301K Hold
2022
Q2 		$313K Hold
2022
Q1 		$343K Hold
2021
Q4 		$350K Hold
2021
Q3 		$305K Buy
2021
Q2 		$281K Hold
2021
Q1 		$243K Hold
2020
Q4 		$234K Hold
2020
Q3 		$229K Buy