Wealthspire Advisors (Maryland)’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-118
| Closed | -$7K | – | 1419 |
|
|
2019
Q1 | $7K | Buy |
118
+3
| +3% | +$178 | ﹤0.01% | 1682 |
|
|
2018
Q4 | $6K | Buy |
115
+2
| +2% | +$104 | ﹤0.01% | 1664 |
|
|
2018
Q3 | $7K | Buy |
113
+6
| +6% | +$372 | ﹤0.01% | 1664 |
|
|
2018
Q2 | $5K | Hold |
107
| – | – | ﹤0.01% | 1797 |
|
|
2018
Q1 | $5K | Sell |
107
-7
| -6% | -$327 | ﹤0.01% | 1815 |
|
|
2017
Q4 | $5K | Buy |
114
+110
| +2,750% | +$4.83K | ﹤0.01% | 1837 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2386 |
|
|
2016
Q1 | – | Sell |
-730
| Closed | -$14K | – | 1814 |
|
|
2015
Q4 | $14K | Buy |
+730
| New | +$14K | ﹤0.01% | 1092 |
|