OptiFour Integrated Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $472K | Sell |
5,436
-1,768
| -25% | -$154K | 0.32% | 42 |
|
|
2019
Q3 | $579K | Sell |
7,204
-363
| -5% | -$29.2K | 0.41% | 34 |
|
|
2019
Q2 | $605K | Buy |
7,567
+3,356
| +80% | +$268K | 0.42% | 32 |
|
|
2019
Q1 | $334K | Sell |
4,211
-287
| -6% | -$22.8K | 0.27% | 34 |
|
|
2018
Q4 | $328K | Buy |
4,498
+1
| +0% | +$73 | 0.3% | 33 |
|
|
2018
Q3 | $304K | Buy |
4,497
+1
| +0% | +$68 | 0.25% | 44 |
|
|
2018
Q2 | $260K | Buy |
4,496
+1
| +0% | +$58 | 0.22% | 46 |
|
|
2018
Q1 | $234K | Sell |
4,495
-720
| -14% | -$37.5K | 0.2% | 49 |
|
|
2017
Q4 | $280K | Buy |
+5,215
| New | +$280K | 0.23% | 47 |
|