TCI Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-175
| Closed | -$12.9K | – | 1416 |
|
|
2023
Q1 | $12.9K | Sell |
175
-1
| -0.6% | -$70 | ﹤0.01% | 928 |
|
|
2022
Q4 | $12.4K | Buy |
176
+99
| +129% | +$6.61K | ﹤0.01% | 928 |
|
|
2022
Q3 | $4K | Buy |
77
+2
| +3% | +$115 | ﹤0.01% | 1636 |
|
|
2022
Q2 | $4K | Sell |
75
-79
| -51% | -$4.82K | ﹤0.01% | 1654 |
|
|
2022
Q1 | $10K | Sell |
154
-58
| -27% | -$3.49K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $13K | Buy |
212
+50
| +31% | +$3.35K | ﹤0.01% | 977 |
|
|
2021
Q3 | $12K | Hold |
162
| – | – | ﹤0.01% | 987 |
|
|
2021
Q2 | $10K | Buy |
162
+14
| +9% | +$866 | ﹤0.01% | 967 |
|
|
2021
Q1 | $9K | Buy |
148
+60
| +68% | +$3.44K | ﹤0.01% | 921 |
|
|
2020
Q4 | $5K | Buy |
88
+13
| +17% | +$671 | ﹤0.01% | 889 |
|
|
2020
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 973 |
|
|
2020
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 926 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1039 |
|
|
2019
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q2 | $4K | Sell |
75
-7
| -9% | -$401 | ﹤0.01% | 826 |
|
|
2019
Q1 | $5K | Hold |
82
| – | – | ﹤0.01% | 797 |
|
|
2018
Q4 | $5K | Hold |
82
| – | – | ﹤0.01% | 770 |
|
|
2018
Q3 | $5K | Hold |
82
| – | – | ﹤0.01% | 798 |
|
|
2018
Q2 | $4K | Buy |
82
+7
| +9% | +$347 | ﹤0.01% | 859 |
|
|
2018
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 867 |
|
|
2017
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 920 |
|
|
2017
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 858 |
|
|
2017
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 891 |
|
|
2017
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 956 |
|
|
2016
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1028 |
|
|
2016
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 986 |
|
|
2016
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 1104 |
|
|
2016
Q1 | $1K | Buy |
+75
| New | +$1.3K | ﹤0.01% | 1113 |
|
Other funds holding MMSI
CCA
ACH
