FormulaFolio Investments’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,591
| Closed | -$451K | – | 661 |
|
|
2020
Q4 | $451K | Buy |
+2,591
| New | +$451K | 0.01% | 455 |
|
|
2018
Q1 | – | Sell |
-5,710
| Closed | -$891K | – | 292 |
|
|
2017
Q4 | $891K | Sell |
5,710
-264
| -4% | -$41.2K | 0.06% | 109 |
|
|
2017
Q3 | $918K | Buy |
+5,974
| New | +$918K | 0.07% | 81 |
|
|
2017
Q2 | – | Sell |
-8,961
| Closed | -$1.33M | – | 234 |
|
|
2017
Q1 | $1.33M | Buy |
+8,961
| New | +$1.33M | 0.15% | 51 |
|
|
2016
Q3 | – | Sell |
-1,437
| Closed | -$268K | – | 154 |
|
|
2016
Q2 | $268K | Sell |
1,437
-4,392
| -75% | -$819K | 0.05% | 103 |
|
|
2016
Q1 | $917K | Buy |
5,829
+243
| +4% | +$38.2K | 0.16% | 55 |
|
|
2015
Q4 | $1.1M | Buy |
+5,586
| New | +$1.1M | 0.28% | 25 |
|
|
2015
Q2 | – | Sell |
-3,591
| Closed | -$812K | – | 125 |
|
|
2015
Q1 | $812K | Buy |
+3,591
| New | +$812K | 0.25% | 32 |
|