AWS
Aris Wealth Services’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $27K | Sell |
145
-4,037
| -97% | -$752K | 0.06% | 137 |
|
|
2015
Q2 | $940K | Buy |
4,182
+96
| +2% | +$21.6K | 0.86% | 30 |
|
|
2015
Q1 | $924K | Buy |
4,086
+170
| +4% | +$38.4K | 0.86% | 27 |
|
|
2014
Q4 | $813K | Buy |
3,916
+224
| +6% | +$46.5K | 0.91% | 32 |
|
|
2014
Q3 | $719K | Buy |
3,692
+130
| +4% | +$25.3K | 0.89% | 29 |
|
|
2014
Q2 | $663K | Buy |
3,562
+58
| +2% | +$10.8K | 0.87% | 31 |
|
|
2014
Q1 | $619K | Sell |
3,504
-305
| -8% | -$53.9K | 0.91% | 32 |
|
|
2013
Q4 | $615K | Buy |
3,809
+262
| +7% | +$42.3K | 1.03% | 25 |
|
|
2013
Q3 | $455K | Buy |
3,547
+265
| +8% | +$34K | 0.83% | 42 |
|
|
2013
Q2 | $376K | Buy |
+3,282
| New | +$376K | 0.8% | 40 |
|