Domani Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $276K | Sell |
775
-130
| -14% | -$46.3K | 0.06% | 99 |
|
2022
Q4 | $339K | Buy |
+905
| New | +$339K | 0.08% | 94 |
|
2022
Q3 | – | Sell |
-900
| Closed | -$294K | – | 108 |
|
2022
Q2 | $294K | Hold |
900
| – | – | 0.08% | 96 |
|
2022
Q1 | $276K | Buy |
+900
| New | +$276K | 0.06% | 111 |
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$279K | – | 122 |
|
2021
Q3 | $279K | Hold |
1,400
| – | – | 0.06% | 101 |
|
2021
Q2 | $268K | Sell |
1,400
-100
| -7% | -$19.1K | 0.05% | 107 |
|
2021
Q1 | $293K | Hold |
1,500
| – | – | 0.06% | 108 |
|
2020
Q4 | $261K | Hold |
1,500
| – | – | 0.05% | 111 |
|
2020
Q3 | $223K | Hold |
1,500
| – | – | 0.05% | 115 |
|
2020
Q2 | $230K | Hold |
1,500
| – | – | 0.05% | 114 |
|
2020
Q1 | $203K | Buy |
+1,500
| New | +$203K | 0.05% | 119 |
|