Strategic Wealth Management Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$758K Sell
9,745
-689
-7% -$53.6K 0.28% 48
2021
Q1
$767K Sell
10,434
-202
-2% -$14.8K 0.29% 45
2020
Q4
$830K Sell
10,636
-85
-0.8% -$6.63K 0.36% 37
2020
Q3
$849K Buy
+10,721
New +$849K 0.41% 36