New England Professional Planning Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-616
| Closed | -$231K | – | 42 |
|
|
2022
Q4 | $231K | Sell |
616
-12
| -2% | -$4.5K | 0.13% | 32 |
|
|
2022
Q3 | $213K | Hold |
628
| – | – | 0.15% | 31 |
|
|
2022
Q2 | $205K | Buy |
+628
| New | +$205K | 0.14% | 37 |
|
|
2016
Q2 | $217K | Buy |
+1,108
| New | +$217K | 0.24% | 40 |
|
|
2016
Q1 | – | Sell |
-1,108
| Closed | -$218K | – | 46 |
|
|
2015
Q4 | $218K | Buy |
1,108
+12
| +1% | +$2.36K | 0.24% | 41 |
|
|
2015
Q3 | $201K | Hold |
1,096
| – | – | 0.23% | 41 |
|
|
2015
Q2 | $246K | Hold |
1,096
| – | – | 0.32% | 33 |
|
|
2015
Q1 | $248K | Hold |
1,096
| – | – | 0.33% | 33 |
|
|
2014
Q4 | $241K | Buy |
+1,096
| New | +$241K | 0.36% | 32 |
|