PWAG
Polaris Wealth Advisory Group’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-26,656
| Closed | -$5.99M | – | 82 |
|
|
2015
Q2 | $5.99M | Buy |
26,656
+3,527
| +15% | +$793K | 1.19% | 34 |
|
|
2015
Q1 | $5.23M | Buy |
23,129
+7,611
| +49% | +$1.72M | 0.95% | 33 |
|
|
2014
Q4 | $3.22M | Buy |
15,518
+513
| +3% | +$106K | 0.66% | 42 |
|
|
2014
Q3 | $2.92M | Buy |
15,005
+2,160
| +17% | +$420K | 0.66% | 32 |
|
|
2014
Q2 | $2.39M | Sell |
12,845
-525
| -4% | -$97.8K | 0.53% | 34 |
|
|
2014
Q1 | $2.36M | Buy |
13,370
+1,751
| +15% | +$309K | 0.55% | 32 |
|
|
2013
Q4 | $1.88M | Buy |
11,619
+1,399
| +14% | +$226K | 0.46% | 30 |
|
|
2013
Q3 | $1.31M | Buy |
10,220
+9,417
| +1,173% | +$1.21M | 0.41% | 35 |
|
|
2013
Q2 | $91.9K | Buy |
+803
| New | +$91.9K | 0.04% | 70 |
|