First Western Capital Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-5,296
| Closed | -$267K | – | 107 |
|
2015
Q4 | $267K | Hold |
5,296
| – | – | 0.08% | 102 |
|
2015
Q3 | $250K | Sell |
5,296
-258
| -5% | -$12.2K | 0.08% | 105 |
|
2015
Q2 | $302K | Sell |
5,554
-210
| -4% | -$11.4K | 0.1% | 108 |
|
2015
Q1 | $316K | Buy |
5,764
+626
| +12% | +$34.3K | 0.09% | 111 |
|
2014
Q4 | $278K | Hold |
5,138
| – | – | 0.08% | 118 |
|
2014
Q3 | $291K | Buy |
+5,138
| New | +$291K | 0.09% | 127 |
|