Lake Point Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $47K | Hold |
518
| – | – | 0.03% | 73 |
|
|
2022
Q1 | $43K | Hold |
518
| – | – | 0.02% | 72 |
|
|
2021
Q4 | $40K | Hold |
518
| – | – | 0.02% | 80 |
|
|
2021
Q3 | $39K | Hold |
518
| – | – | 0.02% | 69 |
|
|
2021
Q2 | $40K | Buy |
+518
| New | +$40K | 0.02% | 73 |
|
|
2020
Q1 | $40K | Buy |
543
+333
| +159% | +$24.5K | 0.04% | 49 |
|
|
2019
Q4 | $18K | Buy |
+210
| New | +$18K | 0.01% | 220 |
|
|
2019
Q2 | $67K | Hold |
833
| – | – | 0.02% | 108 |
|
|
2019
Q1 | $67K | Sell |
833
-748
| -47% | -$60.2K | 0.02% | 108 |
|
|
2018
Q4 | $115K | Buy |
+1,581
| New | +$115K | 0.04% | 198 |
|