AE Wealth Management’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,152
| Closed | -$800K | – | 1871 |
|
|
2022
Q3 | $800K | Hold |
14,152
| – | – | 0.01% | 1032 |
|
|
2022
Q2 | $768K | Hold |
14,152
| – | – | 0.01% | 984 |
|
|
2022
Q1 | $941K | Sell |
14,152
-10,575
| -43% | -$703K | 0.01% | 936 |
|
|
2021
Q4 | $1.54M | Buy |
24,727
+5,334
| +28% | +$332K | 0.01% | 782 |
|
|
2021
Q3 | $1.39M | Sell |
19,393
-9,000
| -32% | -$646K | 0.01% | 767 |
|
|
2021
Q2 | $1.84M | Sell |
28,393
-3,000
| -10% | -$194K | 0.02% | 663 |
|
|
2021
Q1 | $1.88M | Buy |
+31,393
| New | +$1.88M | 0.02% | 581 |
|