CWA
Cypress Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $937K | Hold |
11,265
| – | – | 1.07% | 34 |
|
|
2018
Q4 | $861K | Sell |
11,265
-438
| -4% | -$33.5K | 1.18% | 31 |
|
|
2018
Q3 | $830K | Sell |
11,703
-32
| -0.3% | -$2.27K | 0.87% | 38 |
|
|
2018
Q2 | $712K | Sell |
11,735
-271
| -2% | -$16.4K | 0.77% | 44 |
|
|
2018
Q1 | $654K | Sell |
12,006
-168
| -1% | -$9.15K | 0.71% | 48 |
|
|
2017
Q4 | $685K | Sell |
12,174
-370
| -3% | -$20.8K | 0.66% | 48 |
|
|
2017
Q3 | $803K | Sell |
12,544
-148
| -1% | -$9.47K | 1.3% | 22 |
|
|
2017
Q2 | $813K | Sell |
12,692
-15,614
| -55% | -$1M | 0.95% | 29 |
|
|
2017
Q1 | $1.8M | Buy |
28,306
+598
| +2% | +$38K | 0.82% | 29 |
|
|
2016
Q4 | $1.63M | Buy |
27,708
+175
| +0.6% | +$10.3K | 0.74% | 32 |
|
|
2016
Q3 | $1.72M | Buy |
27,533
+92
| +0.3% | +$5.74K | 0.77% | 31 |
|
|
2016
Q2 | $1.58M | Sell |
27,441
-807
| -3% | -$46.5K | 0.78% | 28 |
|
|
2016
Q1 | $1.5M | Buy |
28,248
+6,608
| +31% | +$350K | 0.68% | 31 |
|
|
2015
Q4 | $1.14M | Buy |
21,640
+97
| +0.5% | +$5.12K | 0.58% | 37 |
|
|
2015
Q3 | $1.06M | Hold |
21,543
| – | – | 0.58% | 39 |
|
|
2015
Q2 | $1.23M | Buy |
+21,543
| New | +$1.23M | 0.72% | 41 |
|