Omnia Family Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14
| Closed | -$2K | – | 595 |
|
|
2018
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 463 |
|
|
2018
Q2 | $2K | Sell |
14
-372
| -96% | -$53.1K | ﹤0.01% | 442 |
|
|
2018
Q1 | $55K | Buy |
386
+130
| +51% | +$18.5K | 0.03% | 147 |
|
|
2017
Q4 | $40K | Buy |
256
+242
| +1,729% | +$37.8K | 0.02% | 167 |
|
|
2017
Q3 | $2K | Sell |
14
-23
| -62% | -$3.29K | ﹤0.01% | 475 |
|
|
2017
Q2 | $6K | Buy |
37
+23
| +164% | +$3.73K | ﹤0.01% | 358 |
|
|
2017
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 597 |
|
|
2016
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 601 |
|