Gideon Capital Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-23,614
| Closed | -$1.9M | – | 351 |
|
|
2019
Q3 | $1.9M | Buy |
23,614
+14,439
| +157% | +$1.16M | 0.62% | 51 |
|
|
2019
Q2 | $734K | Buy |
9,175
+5,385
| +142% | +$431K | 0.25% | 147 |
|
|
2019
Q1 | $301K | Buy |
+3,790
| New | +$301K | 0.11% | 279 |
|
|
2018
Q1 | – | Sell |
-4,657
| Closed | -$250K | – | 427 |
|
|
2017
Q4 | $250K | Buy |
+4,657
| New | +$250K | 0.22% | 206 |
|
|
2017
Q1 | – | Sell |
-5,038
| Closed | -$283K | – | 469 |
|
|
2016
Q4 | $283K | Buy |
+5,038
| New | +$283K | 0.18% | 279 |
|