Creative Planning’s Mercer International MERC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-700
| Closed | -$8K | – | 2886 |
|
|
2017
Q2 | $8K | Hold |
700
| – | – | ﹤0.01% | 3707 |
|
|
2017
Q1 | $8K | Hold |
700
| – | – | ﹤0.01% | 3673 |
|
|
2016
Q4 | $7K | Hold |
700
| – | – | ﹤0.01% | 3704 |
|
|
2016
Q3 | $6K | Sell |
700
-500
| -42% | -$4.29K | ﹤0.01% | 3730 |
|
|
2016
Q2 | $10K | Buy |
1,200
+500
| +71% | +$4.17K | ﹤0.01% | 3201 |
|
|
2016
Q1 | $7K | Hold |
700
| – | – | ﹤0.01% | 3366 |
|
|
2015
Q4 | $6K | Buy |
700
+500
| +250% | +$4.29K | ﹤0.01% | 3530 |
|
|
2015
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3880 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$18K | – | 2118 |
|
|
2015
Q1 | $18K | Buy |
1,200
+1,000
| +500% | +$15K | ﹤0.01% | 2773 |
|
|
2014
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3727 |
|
|
2014
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 3577 |
|
|
2014
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 3411 |
|
|
2014
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3283 |
|
|
2013
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3101 |
|
|
2013
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 3099 |
|
|
2013
Q2 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 2954 |
|