Independence Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $628K | Sell |
7,930
-260
| -3% | -$20.6K | 0.13% | 46 |
|
|
2020
Q2 | $604K | Sell |
8,190
-166
| -2% | -$12.2K | 0.14% | 44 |
|
|
2020
Q1 | $613K | Hold |
8,356
| – | – | 0.17% | 41 |
|
|
2019
Q4 | $725K | Sell |
8,356
-9,537
| -53% | -$827K | 0.18% | 42 |
|
|
2019
Q3 | $1.44M | Buy |
17,893
+9,490
| +113% | +$762K | 0.35% | 30 |
|
|
2019
Q2 | $672K | Buy |
8,403
+399
| +5% | +$31.9K | 0.17% | 45 |
|
|
2019
Q1 | $635K | Hold |
8,004
| – | – | 0.18% | 47 |
|
|
2018
Q4 | $584K | Sell |
8,004
-119
| -1% | -$8.68K | 0.19% | 44 |
|
|
2018
Q3 | $550K | Buy |
8,123
+259
| +3% | +$17.5K | 0.16% | 42 |
|
|
2018
Q2 | $455K | Hold |
7,864
| – | – | 0.15% | 46 |
|
|
2018
Q1 | $409K | Sell |
7,864
-265
| -3% | -$13.8K | 0.13% | 49 |
|
|
2017
Q4 | $436K | Hold |
8,129
| – | – | 0.15% | 46 |
|
|
2017
Q3 | $497K | Sell |
8,129
-2,126
| -21% | -$130K | 0.2% | 37 |
|
|
2017
Q2 | $627K | Sell |
10,255
-680
| -6% | -$41.6K | 0.25% | 35 |
|
|
2017
Q1 | $663K | Sell |
10,935
-170
| -2% | -$10.3K | 0.28% | 34 |
|
|
2016
Q4 | $624K | Sell |
11,105
-2,794
| -20% | -$157K | 0.27% | 35 |
|
|
2016
Q3 | $828K | Buy |
13,899
+466
| +3% | +$27.8K | 0.39% | 28 |
|
|
2016
Q2 | $738K | Buy |
+13,433
| New | +$738K | 0.39% | 24 |
|