LFA
Level Financial Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-221
| Closed | -$24.1K | – | 191 |
|
|
2023
Q4 | $24.1K | Sell |
221
-100
| -31% | -$10.9K | 0.01% | 150 |
|
|
2023
Q3 | $33K | Buy |
321
+1
| +0.3% | +$103 | 0.02% | 130 |
|
|
2023
Q2 | $36.9K | Buy |
320
+100
| +45% | +$11.5K | 0.02% | 122 |
|
|
2023
Q1 | $23.4K | Hold |
220
| – | – | 0.01% | 126 |
|
|
2022
Q4 | $24K | Hold |
220
| – | – | 0.02% | 118 |
|
|
2022
Q3 | $19K | Hold |
220
| – | – | 0.01% | 140 |
|
|
2022
Q2 | $20K | Hold |
220
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $18K | Hold |
220
| – | – | 0.01% | 134 |
|
|
2021
Q4 | $17K | Buy |
+220
| New | +$17K | 0.01% | 144 |
|