Barry Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,458
| Closed | -$520K | – | 122 |
|
2023
Q1 | $520K | Sell |
1,458
-569
| -28% | -$203K | 0.17% | 68 |
|
2022
Q4 | $762K | Sell |
2,027
-133
| -6% | -$50K | 0.24% | 62 |
|
2022
Q3 | $735K | Sell |
2,160
-38
| -2% | -$12.9K | 0.25% | 56 |
|
2022
Q2 | $718K | Sell |
2,198
-646
| -23% | -$211K | 0.22% | 62 |
|
2022
Q1 | $872K | Buy |
2,844
+2
| +0.1% | +$613 | 0.23% | 60 |
|
2021
Q4 | $708K | Buy |
2,842
+525
| +23% | +$131K | 0.19% | 62 |
|
2021
Q3 | $463K | Buy |
+2,317
| New | +$463K | 0.13% | 76 |
|