Lee Financial Group Hawaii’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 |
-2,350
| Closed | -$261K | – | 36 |
|
|
2022
Q4 | $261K | Hold |
2,350
| – | – | 0.26% | 23 |
|
|
2022
Q3 | $202 | Hold |
2,350
| – | – | 0.16% | 32 |
|
|
2022
Q2 | $214K | Buy |
+2,350
| New | +$214K | 0.21% | 32 |
|
|
2020
Q1 | – | Sell |
-2,485
| Closed | -$216K | – | 28 |
|
|
2019
Q4 | $216K | Buy |
+2,485
| New | +$216K | 0.17% | 27 |
|
|
2019
Q3 | – | Sell |
-2,552
| Closed | -$204K | – | 28 |
|
|
2019
Q2 | $204K | Hold |
2,552
| – | – | 0.17% | 30 |
|
|
2019
Q1 | $203K | Buy |
+2,552
| New | +$203K | 0.19% | 34 |
|
|
2018
Q1 | – | Sell |
-21,328
| Closed | -$1.15M | – | 33 |
|
|
2017
Q4 | $1.15M | Buy |
+21,328
| New | +$1.15M | 1.06% | 31 |
|