Harbor Investment Advisory’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,126
| Closed | -$94.2K | – | 1276 |
|
|
2023
Q2 | $94.2K | Sell |
1,126
-69
| -6% | -$5.77K | 0.01% | 517 |
|
|
2023
Q1 | $88.4K | Hold |
1,195
| – | – | 0.01% | 529 |
|
|
2022
Q4 | $84.4K | Hold |
1,195
| – | – | 0.01% | 534 |
|
|
2022
Q3 | $68K | Hold |
1,195
| – | – | 0.01% | 575 |
|
|
2022
Q2 | $65K | Hold |
1,195
| – | – | 0.01% | 617 |
|
|
2022
Q1 | $79K | Sell |
1,195
-91
| -7% | -$6.02K | 0.01% | 603 |
|
|
2021
Q4 | $80K | Hold |
1,286
| – | – | 0.01% | 602 |
|
|
2021
Q3 | $92K | Hold |
1,286
| – | – | 0.01% | 552 |
|
|
2021
Q2 | $83K | Hold |
1,286
| – | – | 0.01% | 556 |
|
|
2021
Q1 | $77K | Hold |
1,286
| – | – | 0.01% | 556 |
|
|
2020
Q4 | $71K | Buy |
1,286
+263
| +26% | +$14.5K | 0.01% | 536 |
|
|
2020
Q3 | $45K | Buy |
1,023
+470
| +85% | +$20.7K | 0.01% | 518 |
|
|
2020
Q2 | $25K | Hold |
553
| – | – | 0.01% | 579 |
|
|
2020
Q1 | $17K | Buy |
+553
| New | +$17K | ﹤0.01% | 607 |
|