Aevitas Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-739
| Closed | -$86K | – | 232 |
|
|
2019
Q1 | $86K | Buy |
739
+250
| +51% | +$29.1K | 0.08% | 145 |
|
|
2018
Q4 | $54K | Hold |
489
| – | – | 0.06% | 176 |
|
|
2018
Q3 | $65K | Hold |
489
| – | – | 0.06% | 173 |
|
|
2018
Q2 | $65K | Buy |
489
+27
| +6% | +$3.59K | 0.06% | 168 |
|
|
2018
Q1 | $65K | Hold |
462
| – | – | 0.06% | 162 |
|
|
2017
Q4 | $72K | Buy |
+462
| New | +$72K | 0.07% | 161 |
|