Kore Private Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $297K | Buy |
875
+49
| +6% | +$16.6K | 0.05% | 184 |
|
|
2022
Q2 | $269K | Sell |
826
-140
| -14% | -$45.6K | 0.04% | 235 |
|
|
2022
Q1 | $296K | Buy |
966
+9
| +0.9% | +$2.76K | 0.04% | 245 |
|
|
2021
Q4 | $238K | Buy |
+957
| New | +$238K | 0.03% | 268 |
|
|
2020
Q3 | – | Sell |
-625
| Closed | -$95K | – | 754 |
|
|
2020
Q2 | $95K | Hold |
625
| – | – | 0.02% | 345 |
|
|
2020
Q1 | $85K | Buy |
625
+145
| +30% | +$19.7K | 0.02% | 333 |
|
|
2019
Q4 | $66K | Buy |
+480
| New | +$66K | 0.01% | 447 |
|
|
2019
Q2 | – | Sell |
-480
| Closed | -$56K | – | 564 |
|
|
2019
Q1 | $56K | Hold |
480
| – | – | 0.01% | 364 |
|
|
2018
Q4 | $53K | Buy |
+480
| New | +$53K | 0.01% | 359 |
|