Integrated Wealth Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$1.97M Buy
32,464
+491
+2% +$29.8K 0.66% 41
2016
Q4
$1.8M Buy
31,973
+183
+0.6% +$10.3K 0.67% 42
2016
Q3
$1.89M Buy
31,790
+388
+1% +$23.1K 0.68% 38
2016
Q2
$1.73M Buy
31,402
+266
+0.9% +$14.6K 0.67% 35
2016
Q1
$1.57M Sell
31,136
-1,110
-3% -$56K 0.66% 38
2015
Q4
$1.63M Buy
32,246
+844
+3% +$42.5K 0.7% 33
2015
Q3
$1.48M Sell
31,402
-1,418
-4% -$66.8K 0.65% 37
2015
Q2
$1.78M Buy
32,820
+928
+3% +$50.4K 0.69% 30
2015
Q1
$1.75M Buy
+31,892
New +$1.75M 0.73% 27