Clear Perspective Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $569K | Sell |
7,427
-483
| -6% | -$37K | 0.17% | 89 |
|
|
2021
Q3 | $594K | Hold |
7,910
| – | – | 0.2% | 80 |
|
|
2021
Q2 | $615K | Sell |
7,910
-4,274
| -35% | -$332K | 0.21% | 79 |
|
|
2021
Q1 | $896K | Buy |
12,184
+4,752
| +64% | +$349K | 0.35% | 61 |
|
|
2020
Q4 | $580K | Buy |
7,432
+2,835
| +62% | +$221K | 0.24% | 78 |
|
|
2020
Q3 | $219 | Buy |
4,597
+120
| +3% | +$6 | 0.1% | 126 |
|
|
2020
Q2 | $330K | Sell |
4,477
-353
| -7% | -$26K | 0.18% | 90 |
|
|
2020
Q1 | $355K | Buy |
4,830
+2,195
| +83% | +$161K | 0.24% | 78 |
|
|
2019
Q4 | $229K | Sell |
2,635
-471
| -15% | -$40.9K | 0.14% | 125 |
|
|
2019
Q3 | $250K | Hold |
3,106
| – | – | 0.11% | 122 |
|
|
2019
Q2 | $249K | Sell |
3,106
-37
| -1% | -$2.97K | 0.16% | 124 |
|
|
2019
Q1 | $235K | Hold |
3,143
| – | – | 0.17% | 127 |
|
|
2018
Q4 | $229K | Sell |
3,143
-1,012
| -24% | -$73.7K | 0.19% | 123 |
|
|
2018
Q3 | $281K | Buy |
4,155
+93
| +2% | +$6.29K | 0.21% | 120 |
|
|
2018
Q2 | $235K | Hold |
4,062
| – | – | 0.16% | 126 |
|
|
2018
Q1 | $211K | Hold |
4,062
| – | – | 0.16% | 129 |
|
|
2017
Q4 | $218K | Hold |
4,062
| – | – | 0.17% | 131 |
|
|
2017
Q3 | $248K | Sell |
4,062
-909
| -18% | -$55.5K | 0.2% | 115 |
|
|
2017
Q2 | $304K | Buy |
4,971
+261
| +6% | +$16K | 0.26% | 96 |
|
|
2017
Q1 | $286K | Hold |
4,710
| – | – | 0.19% | 98 |
|
|
2016
Q4 | $265K | Buy |
+4,710
| New | +$265K | 0.18% | 109 |
|