LWP
Lumature Wealth Partners’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $286K | Hold |
670
| – | – | 0.17% | 114 |
|
|
2023
Q1 | $239K | Hold |
670
| – | – | 0.13% | 138 |
|
|
2022
Q4 | $251K | Hold |
670
| – | – | 0.14% | 125 |
|
|
2022
Q3 | $228K | Hold |
670
| – | – | 0.12% | 133 |
|
|
2022
Q2 | $219K | Hold |
670
| – | – | 0.1% | 158 |
|
|
2022
Q1 | $205K | Hold |
670
| – | – | 0.08% | 174 |
|
|
2021
Q4 | $167K | Hold |
670
| – | – | 0.06% | 152 |
|
|
2021
Q3 | $134K | Sell |
670
-240
| -26% | -$48K | 0.05% | 162 |
|
|
2021
Q2 | $174K | Hold |
910
| – | – | 0.07% | 149 |
|
|
2021
Q1 | $177K | Buy |
+910
| New | +$177K | 0.09% | 125 |
|