YWP
MRSH

YorkBridge Wealth Partners’s Marsh MRSH Stock Holding History

YorkBridge Wealth Partners’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-861
Closed -$86K – 472
2019
Q2 		$86K Buy
861
+561
+187% +$53.7K 0.04% 310
2019
Q1 		$28K Buy
300
+74
+33% +$6.54K 0.01% 420
2018
Q4 		$18K Hold
226
– – 0.01% 488
2018
Q3 		$19K Sell
226
-241
-52% -$20.4K 0.01% 533
2018
Q2 		$38K Buy
467
+12
+3% +$980 0.02% 397
2018
Q1 		$37K Sell
455
-75
-14% -$6.21K 0.02% 399
2017
Q4 		$44K Sell
530
-25
-5% -$2.08K 0.02% 384
2017
Q3 		$47K Buy
555
+226
+69% +$17.9K 0.02% 380
2017
Q2 		$26K Hold
329
– – 0.01% 453
2017
Q1 		$24K Buy
329
+97
+42% +$6.93K 0.01% 465
2016
Q4 		$16K Buy
+232
New +$15.6K 0.01% 498

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