Clear Perspectives Financial Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $86.5K | Hold |
813
| – | – | 0.05% | 55 |
|
|
2022
Q4 | $90.2K | Sell |
813
-51
| -6% | -$5.66K | 0.05% | 61 |
|
|
2022
Q3 | $74K | Buy |
864
+51
| +6% | +$4.37K | 0.04% | 71 |
|
|
2022
Q2 | $74K | Hold |
813
| – | – | 0.03% | 74 |
|
|
2022
Q1 | $67K | Buy |
813
+3
| +0.4% | +$247 | 0.03% | 82 |
|
|
2021
Q4 | $62K | Hold |
810
| – | – | 0.03% | 91 |
|
|
2021
Q3 | $61K | Buy |
810
+65
| +9% | +$4.9K | 0.03% | 90 |
|
|
2021
Q2 | $58K | Sell |
745
-36
| -5% | -$2.8K | 0.03% | 94 |
|
|
2021
Q1 | $57K | Hold |
781
| – | – | 0.03% | 84 |
|
|
2020
Q4 | $61K | Buy |
+781
| New | +$61K | 0.04% | 81 |
|