Tiedemann Trust’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-4,796
| Closed | -$261K | – | 72 |
|
2015
Q2 | $261K | Hold |
4,796
| – | – | 0.02% | 64 |
|
2015
Q1 | $265K | Buy |
4,796
+739
| +18% | +$40.8K | 0.02% | 53 |
|
2014
Q4 | $219K | Hold |
4,057
| – | – | 0.02% | 63 |
|
2014
Q3 | $229K | Hold |
4,057
| – | – | 0.02% | 73 |
|
2014
Q2 | $223K | Buy |
+4,057
| New | +$223K | 0.02% | 77 |
|
2013
Q3 | – | Sell |
-5,192
| Closed | -$230K | – | 99 |
|
2013
Q2 | $230K | Buy |
+5,192
| New | +$230K | 0.04% | 106 |
|