First National Bank of South Miami’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 |
-108
| Closed | -$38.5K | – | 260 |
|
|
2023
Q1 | $38.5K | Hold |
108
| – | – | 0.03% | 199 |
|
|
2022
Q4 | $41K | Hold |
108
| – | – | 0.03% | 202 |
|
|
2022
Q3 | $37K | Sell |
108
-46
| -30% | -$15.8K | 0.03% | 202 |
|
|
2022
Q2 | $50K | Sell |
154
-111
| -42% | -$36K | 0.03% | 196 |
|
|
2022
Q1 | $81K | Sell |
265
-172
| -39% | -$52.6K | 0.05% | 195 |
|
|
2021
Q4 | $109K | Buy |
437
+54
| +14% | +$13.5K | 0.07% | 178 |
|
|
2021
Q3 | $76K | Buy |
383
+17
| +5% | +$3.37K | 0.05% | 181 |
|
|
2021
Q2 | $70K | Sell |
366
-226
| -38% | -$43.2K | 0.05% | 186 |
|
|
2021
Q1 | $115K | Buy |
+592
| New | +$115K | 0.09% | 149 |
|