Wealthcare Capital Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-805
| Closed | -$59K | – | 437 |
|
|
2021
Q1 | $59K | Buy |
+805
| New | +$59K | 0.01% | 130 |
|
|
2020
Q2 | – | Sell |
-530
| Closed | -$39K | – | 170 |
|
|
2020
Q1 | $39K | Sell |
530
-315
| -37% | -$23.2K | 0.01% | 101 |
|
|
2019
Q4 | $73K | Buy |
845
+368
| +77% | +$31.8K | 0.01% | 93 |
|
|
2019
Q3 | $38K | Hold |
477
| – | – | ﹤0.01% | 111 |
|
|
2019
Q2 | $38K | Hold |
477
| – | – | 0.01% | 104 |
|
|
2019
Q1 | $38K | Hold |
477
| – | – | 0.01% | 107 |
|
|
2018
Q4 | $35K | Hold |
477
| – | – | 0.01% | 106 |
|
|
2018
Q3 | $32K | Hold |
477
| – | – | ﹤0.01% | 110 |
|
|
2018
Q2 | $28K | Hold |
477
| – | – | ﹤0.01% | 107 |
|
|
2018
Q1 | $25K | Sell |
477
-18
| -4% | -$943 | ﹤0.01% | 106 |
|
|
2017
Q4 | $27K | Hold |
495
| – | – | ﹤0.01% | 103 |
|
|
2017
Q3 | $30K | Hold |
495
| – | – | ﹤0.01% | 97 |
|
|
2017
Q2 | $30K | Hold |
495
| – | – | ﹤0.01% | 95 |
|
|
2017
Q1 | $30K | Buy |
495
+158
| +47% | +$9.58K | ﹤0.01% | 98 |
|
|
2016
Q4 | $19K | Buy |
337
+172
| +104% | +$9.7K | ﹤0.01% | 104 |
|
|
2016
Q3 | $10K | Hold |
165
| – | – | ﹤0.01% | 124 |
|
|
2016
Q2 | $9K | Hold |
165
| – | – | ﹤0.01% | 125 |
|
|
2016
Q1 | $8K | Hold |
165
| – | – | ﹤0.01% | 140 |
|
|
2015
Q4 | $8K | Hold |
165
| – | – | ﹤0.01% | 154 |
|
|
2015
Q3 | $8K | Sell |
165
-338
| -67% | -$16.4K | ﹤0.01% | 167 |
|
|
2015
Q2 | $27K | Sell |
503
-10,248
| -95% | -$550K | ﹤0.01% | 139 |
|
|
2015
Q1 | $590K | Buy |
10,751
+10,586
| +6,416% | +$581K | 0.07% | 44 |
|
|
2014
Q4 | $9K | Buy |
165
+18
| +12% | +$982 | ﹤0.01% | 133 |
|
|
2014
Q3 | $8K | Hold |
147
| – | – | ﹤0.01% | 177 |
|
|
2014
Q2 | $8K | Sell |
147
-4
| -3% | -$218 | ﹤0.01% | 136 |
|
|
2014
Q1 | $8K | Sell |
151
-325
| -68% | -$17.2K | ﹤0.01% | 132 |
|
|
2013
Q4 | $23K | Buy |
476
+325
| +215% | +$15.7K | ﹤0.01% | 66 |
|
|
2013
Q3 | $7K | Sell |
151
-59
| -28% | -$2.74K | ﹤0.01% | 86 |
|
|
2013
Q2 | $9K | Buy |
+210
| New | +$9K | ﹤0.01% | 81 |
|