Laurel Wealth Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-207
| Closed | -$23K | – | 146 |
|
|
2022
Q4 | $23K | Hold |
207
| – | – | 0.01% | 127 |
|
|
2022
Q3 | $18K | Hold |
207
| – | – | 0.01% | 139 |
|
|
2022
Q2 | $19K | Hold |
207
| – | – | 0.01% | 138 |
|
|
2022
Q1 | $17K | Hold |
207
| – | – | 0.01% | 166 |
|
|
2021
Q4 | $16K | Hold |
207
| – | – | 0.01% | 125 |
|
|
2021
Q3 | $16K | Hold |
207
| – | – | 0.01% | 120 |
|
|
2021
Q2 | $16K | Sell |
207
-10
| -5% | -$773 | 0.01% | 87 |
|
|
2021
Q1 | $16K | Hold |
217
| – | – | 0.01% | 85 |
|
|
2020
Q4 | $17K | Buy |
+217
| New | +$17K | 0.02% | 72 |
|