CT Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $260K | Sell |
4,285
-676
| -14% | -$41K | 0.16% | 129 |
|
|
2016
Q4 | $279K | Sell |
4,961
-48
| -1% | -$2.7K | 0.18% | 121 |
|
|
2016
Q3 | $298K | Hold |
5,009
| – | – | 0.18% | 110 |
|
|
2016
Q2 | $275K | Hold |
5,009
| – | – | 0.17% | 115 |
|
|
2016
Q1 | $253K | Hold |
5,009
| – | – | 0.14% | 123 |
|
|
2015
Q4 | $252K | Hold |
5,009
| – | – | 0.15% | 124 |
|
|
2015
Q3 | $236K | Hold |
5,009
| – | – | 0.15% | 122 |
|
|
2015
Q2 | $272K | Hold |
5,009
| – | – | 0.15% | 120 |
|
|
2015
Q1 | $275K | Hold |
5,009
| – | – | 0.15% | 121 |
|
|
2014
Q4 | $271K | Buy |
+5,009
| New | +$271K | 0.21% | 91 |
|
|
2014
Q1 | $275K | Buy |
+5,009
| New | +$275K | 0.15% | 121 |
|