BSWA
Bromfield Sneider Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $36.9K | Hold |
280
| – | – | 0.02% | 85 |
|
|
2023
Q4 | $30.5K | Hold |
280
| – | – | 0.02% | 87 |
|
|
2023
Q3 | $28.8K | Hold |
280
| – | – | 0.02% | 85 |
|
|
2023
Q2 | $32.3K | Hold |
280
| – | – | 0.03% | 81 |
|
|
2023
Q1 | $29.8K | Hold |
280
| – | – | 0.03% | 82 |
|
|
2022
Q4 | $31.1K | Hold |
280
| – | – | 0.03% | 76 |
|
|
2022
Q3 | $24K | Hold |
280
| – | – | 0.03% | 77 |
|
|
2022
Q2 | $26K | Sell |
280
-679
| -71% | -$63.1K | 0.03% | 77 |
|
|
2022
Q1 | $79K | Buy |
+959
| New | +$79K | 0.08% | 53 |
|