SWM
SFG Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,970
| Closed | -$215K | – | 101 |
|
|
2023
Q4 | $215K | Sell |
1,970
-4
| -0.2% | -$436 | 0.14% | 89 |
|
|
2023
Q3 | $203K | Buy |
1,974
+66
| +3% | +$6.79K | 0.16% | 91 |
|
|
2023
Q2 | $220K | Buy |
+1,908
| New | +$220K | 0.18% | 86 |
|
|
2023
Q1 | – | Sell |
-2,296
| Closed | -$255K | – | 85 |
|
|
2022
Q4 | $255K | Buy |
+2,296
| New | +$255K | 0.31% | 61 |
|
|
2022
Q3 | – | Sell |
-2,344
| Closed | -$214K | – | 88 |
|
|
2022
Q2 | $214K | Buy |
+2,344
| New | +$214K | 0.25% | 73 |
|