Engrave Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $231K | Hold |
2,120
| – | – | 0.07% | 70 |
|
|
2023
Q3 | $218K | Sell |
2,120
-37
| -2% | -$3.81K | 0.07% | 66 |
|
|
2023
Q2 | $249K | Hold |
2,157
| – | – | 0.08% | 57 |
|
|
2023
Q1 | $251K | Sell |
2,157
-116
| -5% | -$13.5K | 0.08% | 59 |
|
|
2022
Q4 | $247K | Buy |
+2,273
| New | +$247K | 0.09% | 59 |
|
|
2020
Q3 | – | Sell |
-915
| Closed | -$67K | – | 293 |
|
|
2020
Q2 | $67K | Hold |
915
| – | – | 0.06% | 93 |
|
|
2020
Q1 | $67K | Hold |
915
| – | – | 0.08% | 77 |
|
|
2019
Q4 | $79K | Buy |
+915
| New | +$79K | 0.08% | 94 |
|