Heritage Way Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-27,277
| Closed | -$2.12M | – | 70 |
|
|
2021
Q2 | $2.12M | Sell |
27,277
-3,246
| -11% | -$252K | 0.87% | 49 |
|
|
2021
Q1 | $2.25M | Buy |
+30,523
| New | +$2.25M | 0.98% | 45 |
|
|
2020
Q1 | – | Sell |
-20,418
| Closed | -$1.77M | – | 68 |
|
|
2019
Q4 | $1.77M | Buy |
+20,418
| New | +$1.77M | 1.03% | 45 |
|