SWM
Selective Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,610
| Closed | -$225K | – | 492 |
|
|
2022
Q3 | $225K | Sell |
2,610
-31
| -1% | -$2.67K | 0.1% | 111 |
|
|
2022
Q2 | $241K | Sell |
2,641
-250
| -9% | -$22.8K | 0.09% | 122 |
|
|
2022
Q1 | $237K | Buy |
2,891
+1,050
| +57% | +$86.1K | 0.09% | 117 |
|
|
2021
Q4 | $141K | Sell |
1,841
-2,000
| -52% | -$153K | 0.06% | 160 |
|
|
2021
Q3 | $288K | Buy |
3,841
+1,224
| +47% | +$91.8K | 0.15% | 73 |
|
|
2021
Q2 | $204K | Buy |
2,617
+444
| +20% | +$34.6K | 0.16% | 68 |
|
|
2021
Q1 | $168K | Buy |
2,173
+224
| +11% | +$17.3K | 0.15% | 60 |
|
|
2020
Q4 | $159K | Buy |
1,949
+600
| +44% | +$48.9K | 0.1% | 66 |
|
|
2020
Q3 | $112K | Buy |
1,349
+250
| +23% | +$20.8K | 0.09% | 69 |
|
|
2020
Q2 | $85K | Buy |
1,099
+808
| +278% | +$62.5K | 0.07% | 79 |
|
|
2020
Q1 | $22K | Hold |
291
| – | – | 0.03% | 97 |
|
|
2019
Q4 | $26K | Hold |
291
| – | – | 0.03% | 102 |
|
|
2019
Q3 | $24K | Buy |
+291
| New | +$24K | 0.03% | 111 |
|
|
2018
Q3 | $21K | Buy |
+291
| New | +$21K | 0.25% | 55 |
|