OAM
Optimal Asset Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $448K | Buy |
2,246
+27
| +1% | +$5.39K | 0.06% | 311 |
|
|
2021
Q2 | $424K | Hold |
2,219
| – | – | 0.05% | 318 |
|
|
2021
Q1 | $433K | Sell |
2,219
-4,100
| -65% | -$800K | 0.06% | 309 |
|
|
2020
Q4 | $1.1M | Hold |
6,319
| – | – | 0.16% | 220 |
|
|
2020
Q3 | $941K | Buy |
6,319
+995
| +19% | +$148K | 0.14% | 239 |
|
|
2020
Q2 | $817K | Buy |
5,324
+1,119
| +27% | +$172K | 0.13% | 246 |
|
|
2020
Q1 | $569 | Buy |
4,205
+2,194
| +109% | +$297 | 0.05% | 343 |
|
|
2019
Q4 | $278K | Buy |
+2,011
| New | +$278K | 0.04% | 373 |
|