LBA Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $174K | Hold |
2,866
| – | – | 0.09% | 111 |
|
2016
Q4 | $161K | Sell |
2,866
-325
| -10% | -$18.3K | 0.09% | 115 |
|
2016
Q3 | $190K | Buy |
3,191
+78
| +3% | +$4.64K | 0.11% | 114 |
|
2016
Q2 | $171K | Buy |
3,113
+289
| +10% | +$15.9K | 0.1% | 114 |
|
2016
Q1 | $143K | Sell |
2,824
-325
| -10% | -$16.5K | 0.08% | 122 |
|
2015
Q4 | $159K | Buy |
3,149
+1,404
| +80% | +$70.9K | 0.09% | 130 |
|
2015
Q3 | $82K | Sell |
1,745
-215
| -11% | -$10.1K | 0.05% | 158 |
|
2015
Q2 | $106K | Hold |
1,960
| – | – | 0.07% | 129 |
|
2015
Q1 | $107K | Buy |
1,960
+496
| +34% | +$27.1K | 0.07% | 132 |
|
2014
Q4 | $79K | Hold |
1,464
| – | – | 0.05% | 148 |
|
2014
Q3 | $83K | Buy |
1,464
+81
| +6% | +$4.59K | 0.06% | 148 |
|
2014
Q2 | $76K | Buy |
1,383
+73
| +6% | +$4.01K | 0.06% | 149 |
|
2014
Q1 | $71K | Sell |
1,310
-187
| -12% | -$10.1K | 0.06% | 147 |
|
2013
Q4 | $71K | Buy |
+1,497
| New | +$71K | 0.06% | 147 |
|