SFPG
Stonebridge Financial Planning Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-750
| Closed | -$61K | – | 268 |
|
|
2021
Q4 | $61K | Hold |
750
| – | – | 0.03% | 199 |
|
|
2021
Q3 | $67K | Hold |
750
| – | – | 0.03% | 193 |
|
|
2021
Q2 | $58K | Sell |
750
-500
| -40% | -$38.7K | 0.03% | 198 |
|
|
2021
Q1 | $95K | Sell |
1,250
-100
| -7% | -$7.6K | 0.06% | 165 |
|
|
2020
Q4 | $110K | Hold |
1,350
| – | – | 0.07% | 143 |
|
|
2020
Q3 | $108K | Hold |
1,350
| – | – | 0.08% | 127 |
|
|
2020
Q2 | $106K | Hold |
1,350
| – | – | 0.09% | 124 |
|
|
2020
Q1 | $110K | Sell |
1,350
-41
| -3% | -$3.34K | 0.11% | 114 |
|
|
2019
Q4 | $127K | Buy |
+1,391
| New | +$127K | 0.11% | 114 |
|