Cavalier Investments’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-17,790
| Closed | -$1.38M | – | 103 |
|
|
2021
Q2 | $1.38M | Sell |
17,790
-854
| -5% | -$66.4K | 0.5% | 80 |
|
|
2021
Q1 | $1.37M | Buy |
18,644
+3,931
| +27% | +$289K | 0.6% | 69 |
|
|
2020
Q4 | $1.15M | Buy |
14,713
+3,679
| +33% | +$287K | 0.52% | 79 |
|
|
2020
Q3 | $873K | Sell |
11,034
-6,404
| -37% | -$507K | 0.59% | 44 |
|
|
2020
Q2 | $1.29M | Buy |
+17,438
| New | +$1.29M | 0.74% | 35 |
|
|
2019
Q1 | – | Sell |
-16,391
| Closed | -$1.2M | – | 155 |
|
|
2018
Q4 | $1.2M | Buy |
+16,391
| New | +$1.2M | 0.39% | 43 |
|