Epstein & White Financial’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,059
| Closed | -$248K | – | 87 |
|
|
2020
Q3 | $248K | Sell |
3,059
-639
| -17% | -$51.8K | 0.09% | 61 |
|
|
2020
Q2 | $276K | Sell |
3,698
-2,003
| -35% | -$149K | 0.1% | 51 |
|
|
2020
Q1 | $419K | Buy |
+5,701
| New | +$419K | 0.18% | 41 |
|
|
2019
Q4 | – | Sell |
-9,193
| Closed | -$741K | – | 81 |
|
|
2019
Q3 | $741K | Buy |
9,193
+420
| +5% | +$33.9K | 0.36% | 31 |
|
|
2019
Q2 | $672K | Buy |
8,773
+3,750
| +75% | +$287K | 0.36% | 31 |
|
|
2019
Q1 | $395K | Buy |
+5,023
| New | +$395K | 0.23% | 47 |
|
|
2018
Q2 | – | Sell |
-6,438
| Closed | -$325K | – | 112 |
|
|
2018
Q1 | $325K | Sell |
6,438
-49
| -0.8% | -$2.47K | 0.21% | 77 |
|
|
2017
Q4 | $348K | Buy |
+6,487
| New | +$348K | 0.2% | 70 |
|