ETIA
Epic Trust Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,200
| Closed | -$355K | – | 122 |
|
|
2022
Q4 | $355K | Sell |
3,200
-1,279
| -29% | -$142K | 0.53% | 60 |
|
|
2022
Q3 | $386K | Buy |
4,479
+195
| +5% | +$16.8K | 0.53% | 54 |
|
|
2022
Q2 | $391K | Buy |
4,284
+302
| +8% | +$27.6K | 0.74% | 37 |
|
|
2022
Q1 | $327K | Buy |
+3,982
| New | +$327K | 0.51% | 44 |
|