Lenox Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $8K | Buy |
26
+6
| +30% | +$1.85K | ﹤0.01% | 518 |
|
|
2021
Q4 | $5K | Buy |
20
+7
| +54% | +$1.75K | ﹤0.01% | 604 |
|
|
2021
Q3 | $3K | Buy |
13
+4
| +44% | +$923 | ﹤0.01% | 604 |
|
|
2021
Q2 | $2K | Buy |
9
+1
| +13% | +$222 | ﹤0.01% | 646 |
|
|
2021
Q1 | $2K | Sell |
8
-38
| -83% | -$9.5K | ﹤0.01% | 616 |
|
|
2020
Q4 | $8K | Hold |
46
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $7K | Sell |
46
-24
| -34% | -$3.65K | ﹤0.01% | 413 |
|
|
2020
Q2 | $11K | Buy |
70
+38
| +119% | +$5.97K | ﹤0.01% | 367 |
|
|
2020
Q1 | $4K | Buy |
32
+24
| +300% | +$3K | ﹤0.01% | 457 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 688 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 586 |
|
|
2019
Q2 | $1K | Sell |
8
-43
| -84% | -$5.38K | ﹤0.01% | 389 |
|
|
2019
Q1 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 336 |
|
|
2017
Q1 | – | Sell |
-262
| Closed | -$37K | – | 101 |
|
|
2016
Q4 | $37K | Hold |
262
| – | – | 0.01% | 60 |
|
|
2016
Q3 | $44K | Hold |
262
| – | – | 0.01% | 94 |
|
|
2016
Q2 | $49K | Hold |
262
| – | – | 0.01% | 88 |
|
|
2016
Q1 | $41K | Hold |
262
| – | – | 0.01% | 100 |
|
|
2015
Q4 | $52K | Hold |
262
| – | – | 0.02% | 86 |
|
|
2015
Q3 | $48K | Buy |
262
+131
| +100% | +$24K | 0.02% | 87 |
|
|
2015
Q2 | $29K | Sell |
131
-131
| -50% | -$29K | 0.01% | 85 |
|
|
2015
Q1 | $59K | Hold |
262
| – | – | 0.02% | 74 |
|
|
2014
Q4 | $54K | Hold |
262
| – | – | 0.02% | 77 |
|
|
2014
Q3 | $51K | Sell |
262
-58
| -18% | -$11.3K | 0.02% | 74 |
|
|
2014
Q2 | $60K | Buy |
320
+58
| +22% | +$10.9K | 0.03% | 55 |
|
|
2014
Q1 | $46K | Buy |
+262
| New | +$46K | 0.03% | 58 |
|
|
2013
Q3 | – | Sell |
-90
| Closed | -$10K | – | 275 |
|
|
2013
Q2 | $10K | Buy |
+90
| New | +$10K | 0.01% | 113 |
|