Klaas Financial Asset Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-521
| Closed | -$45K | – | 65 |
|
2022
Q3 | $45K | Hold |
521
| – | – | 0.01% | 52 |
|
2022
Q2 | $48K | Hold |
521
| – | – | 0.01% | 51 |
|
2022
Q1 | $43K | Buy |
521
+4
| +0.8% | +$330 | 0.01% | 52 |
|
2021
Q4 | $40K | Buy |
517
+5
| +1% | +$387 | 0.01% | 56 |
|
2021
Q3 | $38K | Buy |
512
+4
| +0.8% | +$297 | 0.01% | 55 |
|
2021
Q2 | $40K | Sell |
508
-20
| -4% | -$1.58K | 0.01% | 54 |
|
2021
Q1 | $39K | Sell |
528
-35
| -6% | -$2.59K | 0.01% | 45 |
|
2020
Q4 | $44K | Buy |
+563
| New | +$44K | 0.01% | 42 |
|