Integrated Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-571
| Closed | -$95K | – | 711 |
|
|
2016
Q3 | $95K | Buy |
571
+205
| +56% | +$34.1K | 0.03% | 325 |
|
|
2016
Q2 | $68K | Buy |
366
+1
| +0.3% | +$186 | 0.03% | 355 |
|
|
2016
Q1 | $57K | Sell |
365
-31
| -8% | -$4.84K | 0.02% | 358 |
|
|
2015
Q4 | $78K | Buy |
396
+6
| +2% | +$1.18K | 0.03% | 323 |
|
|
2015
Q3 | $72K | Buy |
390
+142
| +57% | +$26.2K | 0.03% | 318 |
|
|
2015
Q2 | $56K | Sell |
248
-11
| -4% | -$2.48K | 0.02% | 377 |
|
|
2015
Q1 | $58K | Buy |
+259
| New | +$58K | 0.02% | 363 |
|