LGWM
Litman Gregory Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-235
| Closed | -$235 | – | 81 |
|
|
2021
Q2 | $235 | Buy |
235
+59
| +34% | +$59 | 0.04% | 70 |
|
|
2021
Q1 | $14K | Sell |
176
-1,204
| -87% | -$95.8K | ﹤0.01% | 145 |
|
|
2020
Q4 | $113K | Buy |
1,380
+120
| +10% | +$9.83K | 0.02% | 72 |
|
|
2020
Q3 | $105K | Buy |
1,260
+56
| +5% | +$4.67K | 0.02% | 71 |
|
|
2020
Q2 | $93K | Hold |
1,204
| – | – | 0.02% | 73 |
|
|
2020
Q1 | $93K | Buy |
+1,204
| New | +$93K | 0.02% | 62 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$2K | – | 249 |
|
|
2019
Q3 | $2K | Sell |
21
-22
| -51% | -$2.1K | ﹤0.01% | 183 |
|
|
2019
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 185 |
|