MWP
Moller Wealth Partners’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,361
| Closed | -$540K | – | 64 |
|
|
2018
Q4 | $540K | Buy |
+7,361
| New | +$540K | 0.35% | 40 |
|
|
2018
Q1 | – | Sell |
-4,303
| Closed | -$242K | – | 44 |
|
|
2017
Q4 | $242K | Buy |
+4,303
| New | +$242K | 0.09% | 45 |
|
|
2017
Q3 | – | Sell |
-4,930
| Closed | -$316K | – | 45 |
|
|
2017
Q2 | $316K | Buy |
+4,930
| New | +$316K | 0.13% | 36 |
|
|
2015
Q2 | – | Sell |
-5,096
| Closed | -$293K | – | 43 |
|
|
2015
Q1 | $293K | Hold |
5,096
| – | – | 0.14% | 38 |
|
|
2014
Q4 | $289K | Buy |
5,096
+135
| +3% | +$7.66K | 0.14% | 36 |
|
|
2014
Q3 | $294K | Buy |
4,961
+49
| +1% | +$2.9K | 0.14% | 44 |
|
|
2014
Q2 | $284K | Hold |
4,912
| – | – | 0.13% | 44 |
|
|
2014
Q1 | $279K | Buy |
+4,912
| New | +$279K | 0.14% | 42 |
|