Personal Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,745
| Closed | -$136K | – | 275 |
|
2021
Q2 | $136K | Buy |
+1,745
| New | +$136K | 0.05% | 98 |
|
2020
Q1 | – | Sell |
-1,479
| Closed | -$128K | – | 397 |
|
2019
Q4 | $128K | Hold |
1,479
| – | – | 0.06% | 92 |
|
2019
Q3 | $119K | Buy |
1,479
+178
| +14% | +$14.3K | 0.05% | 93 |
|
2019
Q2 | $104K | Buy |
+1,301
| New | +$104K | 0.05% | 85 |
|