Charter Oak Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-155
| Closed | -$51K | – | 573 |
|
|
2022
Q2 | $51K | Hold |
155
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $47K | Hold |
155
| – | – | 0.01% | 365 |
|
|
2021
Q4 | $39K | Hold |
155
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $31K | Hold |
155
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $30K | Hold |
155
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $30K | Hold |
155
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $27K | Buy |
+155
| New | +$27K | ﹤0.01% | 377 |
|