Aris Wealth Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $199K | Sell |
4,227
-6,525
| -61% | -$307K | 0.42% | 38 |
|
2015
Q2 | $584K | Buy |
10,752
+1,862
| +21% | +$101K | 0.54% | 75 |
|
2015
Q1 | $488K | Sell |
8,890
-238
| -3% | -$13.1K | 0.46% | 74 |
|
2014
Q4 | $495K | Buy |
9,128
+4,073
| +81% | +$221K | 0.55% | 68 |
|
2014
Q3 | $286K | Sell |
5,055
-48
| -0.9% | -$2.72K | 0.36% | 85 |
|
2014
Q2 | $282K | Buy |
5,103
+260
| +5% | +$14.4K | 0.37% | 85 |
|
2014
Q1 | $262K | Sell |
4,843
-2,983
| -38% | -$161K | 0.38% | 78 |
|
2013
Q4 | $374K | Buy |
7,826
+188
| +2% | +$8.98K | 0.63% | 59 |
|
2013
Q3 | $347K | Buy |
7,638
+2,858
| +60% | +$130K | 0.63% | 59 |
|
2013
Q2 | $212K | Buy |
+4,780
| New | +$212K | 0.45% | 66 |
|