BT Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,794
| Closed | -$794K | – | 63 |
|
|
2021
Q1 | $794K | Sell |
10,794
-4,192
| -28% | -$308K | 0.26% | 27 |
|
|
2020
Q4 | $1.17M | Sell |
14,986
-103
| -0.7% | -$8.04K | 0.44% | 24 |
|
|
2020
Q3 | $1.19M | Buy |
15,089
+103
| +0.7% | +$8.15K | 0.52% | 20 |
|
|
2020
Q2 | $1.11M | Sell |
14,986
-210
| -1% | -$15.5K | 0.56% | 22 |
|
|
2020
Q1 | $1.12M | Hold |
15,196
| – | – | 0.64% | 18 |
|
|
2019
Q4 | $1.32M | Hold |
15,196
| – | – | 0.67% | 22 |
|
|
2019
Q3 | $1.22M | Hold |
15,196
| – | – | 0.68% | 21 |
|
|
2019
Q2 | $1.22M | Buy |
15,196
+210
| +1% | +$16.9K | 0.71% | 22 |
|
|
2019
Q1 | $1.19M | Sell |
14,986
-6,192
| -29% | -$491K | 0.7% | 21 |
|
|
2018
Q4 | $1.6M | Buy |
+21,178
| New | +$1.6M | 0.69% | 22 |
|