High Net Worth Advisory Group’s McKesson MCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-150
| Closed | -$56.3K | – | 420 |
|
2022
Q4 | $56.3K | Hold |
150
| – | – | 0.02% | 311 |
|
2022
Q3 | $51K | Hold |
150
| – | – | 0.02% | 320 |
|
2022
Q2 | $49K | Hold |
150
| – | – | 0.02% | 326 |
|
2022
Q1 | $46K | Hold |
150
| – | – | 0.02% | 348 |
|
2021
Q4 | $37K | Buy |
+150
| New | +$37K | 0.01% | 381 |
|