CWM
Collaborative Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,894
| Closed | -$215K | – | 183 |
|
|
2024
Q3 | $215K | Buy |
1,894
+17
| +0.9% | +$1.93K | 0.1% | 163 |
|
|
2024
Q2 | $232K | Sell |
1,877
-22
| -1% | -$2.72K | 0.11% | 146 |
|
|
2024
Q1 | $251K | Hold |
1,899
| – | – | 0.13% | 138 |
|
|
2023
Q4 | $207K | Sell |
1,899
-410
| -18% | -$44.7K | 0.11% | 154 |
|
|
2023
Q3 | $238K | Buy |
2,309
+534
| +30% | +$55K | 0.14% | 145 |
|
|
2023
Q2 | $205K | Buy |
+1,775
| New | +$205K | 0.12% | 157 |
|