YorkBridge Wealth Partners’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
Q3 | – | Sell |
-151
| Closed | -$9K | – | 473 |
|
|
2019
Q2 | $9K | Sell |
151
-52
| -26% | -$3.1K | ﹤0.01% | 586 |
|
|
2019
Q1 | $13K | Sell |
203
-178
| -47% | -$11.4K | 0.01% | 530 |
|
|
2018
Q4 | $21K | Sell |
381
-126
| -25% | -$6.95K | 0.01% | 456 |
|
|
2018
Q3 | $31K | Buy |
507
+6
| +1% | +$367 | 0.01% | 420 |
|
|
2018
Q2 | $26K | Buy |
501
+17
| +4% | +$882 | 0.01% | 464 |
|
|
2018
Q1 | $22K | Buy |
484
+71
| +17% | +$3.23K | 0.01% | 499 |
|
|
2017
Q4 | $18K | Buy |
+413
| New | +$18K | 0.01% | 548 |
|