Bridgewater Wealth & Financial Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-6,818
| Closed | -$417K | – | 83 |
|
2017
Q2 | $417K | Buy |
6,818
+1,082
| +19% | +$66.2K | 0.14% | 70 |
|
2017
Q1 | $348K | Sell |
5,736
-59
| -1% | -$3.58K | 0.13% | 72 |
|
2016
Q4 | $326K | Buy |
5,795
+425
| +8% | +$23.9K | 0.12% | 76 |
|
2016
Q3 | $320K | Buy |
5,370
+766
| +17% | +$45.6K | 0.12% | 75 |
|
2016
Q2 | $253K | Buy |
4,604
+6
| +0.1% | +$330 | 0.09% | 96 |
|
2016
Q1 | $232K | Buy |
+4,598
| New | +$232K | 0.08% | 101 |
|
2015
Q1 | – | Sell |
-4,269
| Closed | -$231K | – | 88 |
|
2014
Q4 | $231K | Buy |
+4,269
| New | +$231K | 0.09% | 91 |
|