LWP
Legacy Wealth Planning’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $351K | Hold |
4,073
| – | – | 0.58% | 40 |
|
|
2022
Q2 | $371K | Buy |
4,073
+167
| +4% | +$15.2K | 0.53% | 42 |
|
|
2022
Q1 | $320K | Sell |
3,906
-141
| -3% | -$11.6K | 0.38% | 53 |
|
|
2021
Q4 | $310K | Sell |
4,047
-21
| -0.5% | -$1.61K | 0.35% | 58 |
|
|
2021
Q3 | $306K | Sell |
4,068
-200
| -5% | -$15K | 0.34% | 59 |
|
|
2021
Q2 | $332K | Hold |
4,268
| – | – | 0.38% | 58 |
|
|
2021
Q1 | $329K | Hold |
4,268
| – | – | 0.42% | 55 |
|
|
2020
Q4 | $349K | Sell |
4,268
-11
| -0.3% | -$899 | 0.45% | 48 |
|
|
2020
Q3 | $355K | Buy |
4,279
+762
| +22% | +$63.2K | 0.41% | 46 |
|
|
2020
Q2 | $272K | Sell |
3,517
-165
| -4% | -$12.8K | 0.32% | 51 |
|
|
2020
Q1 | $283K | Hold |
3,682
| – | – | 0.45% | 46 |
|
|
2019
Q4 | $335K | Buy |
+3,682
| New | +$335K | 0.38% | 46 |
|