Steward Partners Investment Advisory’s Mercer International MERC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,500
| Closed | -$20K | – | 3324 |
|
2022
Q2 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 2223 |
|
2022
Q1 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 2338 |
|
2021
Q4 | $18K | Sell |
1,500
-2,500
| -63% | -$30K | ﹤0.01% | 2366 |
|
2021
Q3 | $46K | Hold |
4,000
| – | – | ﹤0.01% | 1946 |
|
2021
Q2 | $51K | Buy |
+4,000
| New | +$51K | ﹤0.01% | 3351 |
|