Dorchester Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,650
| Closed | -$367K | – | 126 |
|
|
2019
Q4 | $367K | Hold |
2,650
| – | – | 0.1% | 92 |
|
|
2019
Q3 | $362K | Hold |
2,650
| – | – | 0.11% | 92 |
|
|
2019
Q2 | $356K | Hold |
2,650
| – | – | 0.11% | 95 |
|
|
2019
Q1 | $310K | Sell |
2,650
-350
| -12% | -$40.9K | 0.09% | 100 |
|
|
2018
Q4 | $331K | Buy |
3,000
+350
| +13% | +$38.6K | 0.12% | 88 |
|
|
2018
Q3 | $352K | Buy |
+2,650
| New | +$352K | 0.11% | 88 |
|
|
2018
Q1 | – | Sell |
-21,066
| Closed | -$3.29M | – | 107 |
|
|
2017
Q4 | $3.29M | Buy |
21,066
+1,211
| +6% | +$189K | 1.04% | 34 |
|
|
2017
Q3 | $3.05M | Buy |
19,855
+1,361
| +7% | +$209K | 0.98% | 34 |
|
|
2017
Q2 | $3.04M | Sell |
18,494
-408
| -2% | -$67.1K | 1.05% | 31 |
|
|
2017
Q1 | $2.8M | Buy |
+18,902
| New | +$2.8M | 0.98% | 33 |
|