KLR Investment Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$695K Sell
5,475
-61
-1% -$7.74K 0.5% 50
2023
Q4
$608K Buy
5,536
+280
+5% +$30.7K 0.44% 55
2023
Q3
$563K Sell
5,256
-452
-8% -$48.4K 0.51% 50
2023
Q2
$663K Buy
5,708
+174
+3% +$20.2K 0.55% 43
2023
Q1
$593K Sell
5,534
-1,073
-16% -$115K 0.52% 47
2022
Q4
$738K Buy
+6,607
New +$738K 0.61% 36