Vontobel Swiss Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,300
| Closed | -$981K | – | 78 |
|
|
2020
Q2 | $981K | Hold |
13,300
| – | – | 0.64% | 36 |
|
|
2020
Q1 | $976K | Sell |
13,300
-1,666
| -11% | -$122K | 0.74% | 38 |
|
|
2019
Q4 | $1.3M | Sell |
14,966
-1,174
| -7% | -$102K | 0.85% | 39 |
|
|
2019
Q3 | $1.3M | Buy |
16,140
+1,488
| +10% | +$119K | 0.84% | 43 |
|
|
2019
Q2 | $1.17M | Buy |
+14,652
| New | +$1.17M | 0.63% | 56 |
|
|
2017
Q1 | – | Sell |
-4,962
| Closed | -$279K | – | 76 |
|
|
2016
Q4 | $279K | Buy |
4,962
+89
| +2% | +$5K | 0.17% | 57 |
|
|
2016
Q3 | $290K | Hold |
4,873
| – | – | 0.16% | 61 |
|
|
2016
Q2 | $241K | Sell |
4,873
-262
| -5% | -$13K | 0.14% | 66 |
|
|
2016
Q1 | $259K | Buy |
+5,135
| New | +$259K | 0.14% | 60 |
|