EWA
Evolution Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,864
| Closed | -$212K | – | 147 |
|
|
2024
Q3 | $212K | Sell |
1,864
-29
| -2% | -$3.29K | 0.04% | 122 |
|
|
2024
Q2 | $237K | Sell |
1,893
-161
| -8% | -$20.1K | 0.05% | 122 |
|
|
2024
Q1 | $271K | Sell |
2,054
-122
| -6% | -$16.1K | 0.05% | 110 |
|
|
2023
Q4 | $237K | Buy |
2,176
+40
| +2% | +$4.36K | 0.05% | 110 |
|
|
2023
Q3 | $220K | Buy |
2,136
+7
| +0.3% | +$721 | 0.05% | 105 |
|
|
2023
Q2 | $246K | Sell |
2,129
-33
| -2% | -$3.81K | 0.05% | 100 |
|
|
2023
Q1 | $230K | Buy |
2,162
+347
| +19% | +$36.9K | 0.06% | 107 |
|
|
2022
Q4 | $201K | Buy |
+1,815
| New | +$201K | 0.05% | 118 |
|
|
2022
Q1 | – | Sell |
-2,786
| Closed | -$214 | – | 137 |
|
|
2021
Q4 | $214 | Buy |
2,786
+262
| +10% | +$20 | 0.03% | 127 |
|
|
2021
Q3 | $190K | Buy |
2,524
+341
| +16% | +$25.7K | 0.04% | 117 |
|
|
2021
Q2 | $170K | Sell |
2,183
-112
| -5% | -$8.72K | 0.03% | 131 |
|
|
2021
Q1 | $177K | Buy |
2,295
+590
| +35% | +$45.5K | 0.04% | 113 |
|
|
2020
Q4 | $139K | Sell |
1,705
-661
| -28% | -$53.9K | 0.03% | 118 |
|
|
2020
Q3 | $196K | Buy |
2,366
+422
| +22% | +$35K | 0.05% | 97 |
|
|
2020
Q2 | $150K | Buy |
1,944
+731
| +60% | +$56.4K | 0.05% | 95 |
|
|
2020
Q1 | $94K | Sell |
1,213
-416
| -26% | -$32.2K | 0.04% | 90 |
|
|
2019
Q4 | $148K | Buy |
1,629
+1,333
| +450% | +$121K | 0.04% | 88 |
|
|
2019
Q3 | $25K | Sell |
296
-970
| -77% | -$81.9K | 0.01% | 77 |
|
|
2019
Q2 | $106K | Buy |
+1,266
| New | +$106K | 0.05% | 61 |
|