FP
Fiduciary Planning’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-638
| Closed | -$49K | – | 185 |
|
|
2021
Q1 | $49K | Buy |
638
+152
| +31% | +$11.7K | 0.07% | 76 |
|
|
2020
Q4 | $40K | Buy |
486
+102
| +27% | +$8.4K | 0.06% | 89 |
|
|
2020
Q3 | $32K | Buy |
+384
| New | +$32K | 0.05% | 79 |
|
|
2020
Q2 | – | Sell |
-2,762
| Closed | -$213K | – | 41 |
|
|
2020
Q1 | $213K | Sell |
2,762
-851
| -24% | -$65.6K | 0.4% | 35 |
|
|
2019
Q4 | $312K | Buy |
+3,613
| New | +$312K | 0.29% | 46 |
|