TrueWealth LLC’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $392K | Sell |
5,310
-521
| -9% | -$38.5K | 0.16% | 82 |
|
|
2020
Q1 | $428K | Sell |
5,831
-212
| -4% | -$15.6K | 0.21% | 75 |
|
|
2019
Q4 | $524K | Sell |
6,043
-603
| -9% | -$52.3K | 0.21% | 72 |
|
|
2019
Q3 | $534K | Buy |
6,646
+4
| +0.1% | +$321 | 0.23% | 70 |
|
|
2019
Q2 | $531K | Buy |
6,642
+82
| +1% | +$6.56K | 0.24% | 68 |
|
|
2019
Q1 | $521K | Buy |
6,560
+71
| +1% | +$5.64K | 0.24% | 65 |
|
|
2018
Q4 | $473K | Buy |
6,489
+988
| +18% | +$72K | 0.24% | 66 |
|
|
2018
Q3 | $372K | Sell |
5,501
-130
| -2% | -$8.79K | 0.17% | 91 |
|
|
2018
Q2 | $326K | Buy |
5,631
+550
| +11% | +$31.8K | 0.16% | 96 |
|
|
2018
Q1 | $264K | Sell |
5,081
-266
| -5% | -$13.8K | 0.13% | 108 |
|
|
2017
Q4 | $287K | Buy |
+5,347
| New | +$287K | 0.13% | 102 |
|