Triad Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $344K | Buy |
3,342
+545
| +19% | +$56.1K | 0.12% | 65 |
|
2023
Q2 | $323K | Sell |
2,797
-21
| -0.7% | -$2.42K | 0.13% | 66 |
|
2023
Q1 | $300K | Sell |
2,818
-96
| -3% | -$10.2K | 0.13% | 74 |
|
2022
Q4 | $323K | Buy |
2,914
+19
| +0.7% | +$2.11K | 0.14% | 76 |
|
2022
Q3 | $249K | Buy |
2,895
+40
| +1% | +$3.44K | 0.14% | 83 |
|
2022
Q2 | $260K | Sell |
2,855
-39
| -1% | -$3.55K | 0.14% | 83 |
|
2022
Q1 | $237K | Sell |
2,894
-294
| -9% | -$24.1K | 0.13% | 98 |
|
2021
Q4 | $244K | Buy |
+3,188
| New | +$244K | 0.14% | 106 |
|