Leading Edge Financial Planning’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,259
Closed -$233K 66
2023
Q3
$233K Sell
2,259
-23
-1% -$2.37K 0.15% 59
2023
Q2
$263K Buy
2,282
+251
+12% +$29K 0.17% 54
2023
Q1
$216K Buy
2,031
+8
+0.4% +$851 0.16% 63
2022
Q4
$224K Buy
+2,023
New +$224K 0.19% 60