Kingsview Wealth Management’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,577
| Closed | -$530K | – | 452 |
|
|
2019
Q1 | $530K | Sell |
8,577
-570
| -6% | -$35.2K | 0.08% | 257 |
|
|
2018
Q4 | $510K | Buy |
9,147
+1,070
| +13% | +$59.7K | 0.11% | 218 |
|
|
2018
Q3 | $496K | Hold |
8,077
| – | – | 0.1% | 227 |
|
|
2018
Q2 | $414K | Sell |
8,077
-328
| -4% | -$16.8K | 0.1% | 220 |
|
|
2018
Q1 | $381K | Sell |
8,405
-5
| -0.1% | -$227 | 0.09% | 231 |
|
|
2017
Q4 | $363K | Hold |
8,410
| – | – | 0.13% | 218 |
|
|
2017
Q3 | $356K | Hold |
8,410
| – | – | 0.16% | 183 |
|
|
2017
Q2 | $321K | Buy |
+8,410
| New | +$321K | 0.17% | 173 |
|