Financial Architects (New Jersey)’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$27K | – | 1047 |
|
|
2019
Q2 | $27K | Buy |
200
+150
| +300% | +$20.3K | 0.01% | 557 |
|
|
2019
Q1 | $6K | Sell |
50
-145
| -74% | -$17.4K | ﹤0.01% | 1073 |
|
|
2018
Q4 | $22K | Hold |
195
| – | – | ﹤0.01% | 700 |
|
|
2018
Q3 | $26K | Sell |
195
-60
| -24% | -$8K | ﹤0.01% | 732 |
|
|
2018
Q2 | $34K | Sell |
255
-220
| -46% | -$29.3K | 0.01% | 667 |
|
|
2018
Q1 | $67K | Hold |
475
| – | – | 0.01% | 489 |
|
|
2017
Q4 | $74K | Buy |
475
+150
| +46% | +$23.4K | 0.01% | 509 |
|
|
2017
Q3 | $50K | Hold |
325
| – | – | 0.01% | 614 |
|
|
2017
Q2 | $53K | Buy |
325
+70
| +27% | +$11.4K | 0.01% | 576 |
|
|
2017
Q1 | $38K | Hold |
255
| – | – | 0.01% | 663 |
|
|
2016
Q4 | $36K | Sell |
255
-210
| -45% | -$29.6K | 0.01% | 661 |
|
|
2016
Q3 | $78K | Hold |
465
| – | – | 0.02% | 449 |
|
|
2016
Q2 | $87K | Hold |
465
| – | – | 0.02% | 399 |
|
|
2016
Q1 | $73K | Buy |
+465
| New | +$73K | 0.03% | 339 |
|
|
2015
Q3 | – | Sell |
-645
| Closed | -$145K | – | 604 |
|
|
2015
Q2 | $145K | Buy |
645
+22
| +4% | +$4.95K | 0.05% | 236 |
|
|
2015
Q1 | $141K | Buy |
623
+131
| +27% | +$29.6K | 0.05% | 241 |
|
|
2014
Q4 | $102K | Hold |
492
| – | – | 0.04% | 246 |
|
|
2014
Q3 | $96K | Sell |
492
-200
| -29% | -$39K | 0.05% | 229 |
|
|
2014
Q2 | $129K | Buy |
+692
| New | +$129K | 0.06% | 188 |
|
|
2013
Q4 | – | Sell |
-55
| Closed | -$7K | – | 387 |
|
|
2013
Q3 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 535 |
|