Lucia Wealth Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $18.5M | Buy |
233,528
+17,952
| +8% | +$1.42M | 4.34% | 6 |
|
|
2020
Q2 | $15.9M | Buy |
215,576
+21,362
| +11% | +$1.58M | 4.2% | 5 |
|
|
2020
Q1 | $14.3M | Buy |
194,214
+165,211
| +570% | +$12.1M | 4.72% | 3 |
|
|
2019
Q4 | $2.52M | Buy |
29,003
+550
| +2% | +$47.7K | 0.77% | 27 |
|
|
2019
Q3 | $2.29M | Sell |
28,453
-513
| -2% | -$41.2K | 0.76% | 29 |
|
|
2019
Q2 | $2.32M | Buy |
28,966
+12,246
| +73% | +$980K | 0.8% | 28 |
|
|
2019
Q1 | $1.33M | Buy |
16,720
+16,376
| +4,760% | +$1.3M | 0.46% | 51 |
|
|
2018
Q4 | $25K | Sell |
344
-1,105
| -76% | -$80.3K | 0.01% | 151 |
|
|
2018
Q3 | $98K | Buy |
1,449
+500
| +53% | +$33.8K | 0.03% | 163 |
|
|
2018
Q2 | $55K | Buy |
949
+354
| +59% | +$20.5K | 0.02% | 160 |
|
|
2018
Q1 | $31K | Buy |
+595
| New | +$31K | 0.01% | 157 |
|