XWM
Xcel Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,541
| Closed | -$425K | – | 142 |
|
|
2021
Q4 | $425K | Sell |
5,541
-13,335
| -71% | -$1.02M | 0.11% | 111 |
|
|
2021
Q3 | $1.42M | Buy |
18,876
+3,450
| +22% | +$259K | 0.41% | 63 |
|
|
2021
Q2 | $1.2M | Sell |
15,426
-1,516
| -9% | -$118K | 0.36% | 59 |
|
|
2021
Q1 | $1.31M | Buy |
16,942
+8,775
| +107% | +$676K | 0.47% | 52 |
|
|
2020
Q4 | $668K | Buy |
8,167
+5,594
| +217% | +$458K | 0.29% | 69 |
|
|
2020
Q3 | $213K | Buy |
+2,573
| New | +$213K | 0.11% | 104 |
|