WFG Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $864K | Buy |
14,125
+2,039
| +17% | +$125K | 0.2% | 121 |
|
|
2017
Q1 | $733K | Sell |
12,086
-13,017
| -52% | -$789K | 0.2% | 122 |
|
|
2016
Q4 | $1.41M | Buy |
25,103
+12,484
| +99% | +$701K | 0.35% | 75 |
|
|
2016
Q3 | $751K | Buy |
12,619
+57
| +0.5% | +$3.39K | 0.19% | 130 |
|
|
2016
Q2 | $691K | Buy |
12,562
+656
| +6% | +$36.1K | 0.18% | 133 |
|
|
2016
Q1 | $601K | Buy |
11,906
+172
| +1% | +$8.68K | 0.17% | 144 |
|
|
2015
Q4 | $591K | Buy |
11,734
+468
| +4% | +$23.6K | 0.18% | 140 |
|
|
2015
Q3 | $531K | Sell |
11,266
-7,389
| -40% | -$348K | 0.17% | 145 |
|
|
2015
Q2 | $1.01M | Buy |
18,655
+8,656
| +87% | +$470K | 0.28% | 76 |
|
|
2015
Q1 | $548K | Sell |
9,999
-15,264
| -60% | -$837K | 0.15% | 154 |
|
|
2014
Q4 | $1.37M | Sell |
25,263
-6,405
| -20% | -$347K | 0.28% | 74 |
|
|
2014
Q3 | $1.79M | Sell |
31,668
-681
| -2% | -$38.5K | 0.34% | 55 |
|
|
2014
Q2 | $1.79M | Buy |
32,349
+1,192
| +4% | +$65.8K | 0.33% | 65 |
|
|
2014
Q1 | $1.69M | Buy |
31,157
+3,173
| +11% | +$172K | 0.34% | 56 |
|
|
2013
Q4 | $1.34M | Sell |
27,984
-1,460
| -5% | -$69.7K | 0.19% | 131 |
|
|
2013
Q3 | $1.34M | Sell |
29,444
-592
| -2% | -$26.9K | 0.21% | 124 |
|
|
2013
Q2 | $1.33M | Buy |
+30,036
| New | +$1.33M | 0.22% | 116 |
|