EWA
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Encompass Wealth Advisors’s Merck MRK Stock Holding History

Encompass Wealth Advisors’s Portfolio MRK Stock Details MRK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,178
Closed -$242K – 283
2022
Q4 		$242K Buy
+2,178
New +$242K 0.09% 174
2022
Q3 		– Sell
-2,193
Closed -$200K – 241
2022
Q2 		$200K Buy
+2,193
New +$200K 0.07% 194