Fortem Financial Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-627
| Closed | -$235K | – | 159 |
|
|
2022
Q4 | $235K | Hold |
627
| – | – | 0.14% | 146 |
|
|
2022
Q3 | $213K | Sell |
627
-40
| -6% | -$13.6K | 0.15% | 146 |
|
|
2022
Q2 | $218K | Sell |
667
-828
| -55% | -$271K | 0.14% | 156 |
|
|
2022
Q1 | $458K | Sell |
1,495
-648
| -30% | -$199K | 0.2% | 114 |
|
|
2021
Q4 | $533K | Sell |
2,143
-48
| -2% | -$11.9K | 0.24% | 114 |
|
|
2021
Q3 | $437K | Sell |
2,191
-38
| -2% | -$7.58K | 0.22% | 117 |
|
|
2021
Q2 | $426K | Buy |
2,229
+108
| +5% | +$20.6K | 0.22% | 121 |
|
|
2021
Q1 | $414K | Sell |
2,121
-22
| -1% | -$4.29K | 0.24% | 115 |
|
|
2020
Q4 | $373K | Hold |
2,143
| – | – | 0.22% | 107 |
|
|
2020
Q3 | $319K | Sell |
2,143
-5,406
| -72% | -$805K | 0.23% | 110 |
|
|
2020
Q2 | $1.16M | Buy |
7,549
+480
| +7% | +$73.6K | 0.89% | 39 |
|
|
2020
Q1 | $956K | Sell |
7,069
-2,399
| -25% | -$324K | 0.87% | 43 |
|
|
2019
Q4 | $1.31M | Sell |
9,468
-606
| -6% | -$83.8K | 0.97% | 39 |
|
|
2019
Q3 | $1.38M | Buy |
10,074
+902
| +10% | +$123K | 1.17% | 38 |
|
|
2019
Q2 | $1.23M | Sell |
9,172
-150
| -2% | -$20.2K | 1.24% | 33 |
|
|
2019
Q1 | $1.09M | Buy |
9,322
+200
| +2% | +$23.4K | 1.13% | 39 |
|
|
2018
Q4 | $1.01M | Buy |
+9,122
| New | +$1.01M | 1.21% | 38 |
|