JWS
Juncture Wealth Strategies’s Merck MRK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,311
| Closed | -$262K | – | 136 |
|
2024
Q3 | $262K | Buy |
2,311
+278
| +14% | +$31.6K | 0.1% | 109 |
|
2024
Q2 | $252K | Sell |
2,033
-26
| -1% | -$3.22K | 0.11% | 92 |
|
2024
Q1 | $272K | Buy |
+2,059
| New | +$272K | 0.12% | 92 |
|
2023
Q3 | – | Sell |
-1,761
| Closed | -$203K | – | 117 |
|
2023
Q2 | $203K | Buy |
+1,761
| New | +$203K | 0.1% | 112 |
|
2023
Q1 | – | Sell |
-1,852
| Closed | -$205K | – | 114 |
|
2022
Q4 | $205K | Buy |
+1,852
| New | +$205K | 0.1% | 108 |
|