JPLA
Joseph P. Lucia & Associates’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-251
| Closed | -$23K | – | 313 |
|
|
2022
Q2 | $23K | Sell |
251
-50
| -17% | -$4.58K | 0.02% | 238 |
|
|
2022
Q1 | $25K | Buy |
+301
| New | +$25K | 0.02% | 244 |
|
|
2021
Q4 | – | Sell |
-351
| Closed | -$26K | – | 391 |
|
|
2021
Q3 | $26K | Hold |
351
| – | – | 0.02% | 277 |
|
|
2021
Q2 | $27K | Hold |
351
| – | – | 0.02% | 282 |
|
|
2021
Q1 | $27K | Hold |
351
| – | – | 0.01% | 267 |
|
|
2020
Q4 | $29K | Buy |
+351
| New | +$29K | 0.02% | 231 |
|
|
2020
Q3 | – | Sell |
-401
| Closed | -$31K | – | 320 |
|
|
2020
Q2 | $31K | Hold |
401
| – | – | 0.03% | 205 |
|
|
2020
Q1 | $31K | Sell |
401
-25
| -6% | -$1.93K | 0.03% | 195 |
|
|
2019
Q4 | $39K | Buy |
426
+100
| +31% | +$9.16K | 0.04% | 196 |
|
|
2019
Q3 | $27K | Hold |
326
| – | – | 0.03% | 221 |
|
|
2019
Q2 | $27K | Sell |
326
-26,062
| -99% | -$2.16M | 0.03% | 221 |
|
|
2019
Q1 | $326 | Buy |
+26,388
| New | +$326 | 0.02% | 189 |
|