SWAG
Spectrum Wealth Advisory Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,866
| Closed | -$207K | – | 32 |
|
|
2022
Q4 | $207K | Buy |
+1,866
| New | +$207K | 0.29% | 30 |
|
|
2021
Q1 | – | Sell |
-2,681
| Closed | -$219K | – | 42 |
|
|
2020
Q4 | $219K | Sell |
2,681
-2,927
| -52% | -$239K | 0.25% | 32 |
|
|
2020
Q3 | $464K | Buy |
+5,608
| New | +$464K | 0.3% | 30 |
|