RIG
Roosevelt Investment Group’s McKesson MCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $19.7M | Buy |
58,014
+23,073
| +66% | +$7.84M | 1.42% | 23 |
|
2022
Q2 | $11.4M | Buy |
34,941
+16,053
| +85% | +$5.24M | 0.82% | 43 |
|
2022
Q1 | $5.78M | Buy |
+18,888
| New | +$5.78M | 0.35% | 53 |
|
2014
Q1 | – | Sell |
-1,984
| Closed | -$320K | – | 254 |
|
2013
Q4 | $320K | Hold |
1,984
| – | – | 0.01% | 224 |
|
2013
Q3 | $254K | Hold |
1,984
| – | – | 0.01% | 244 |
|
2013
Q2 | $227K | Buy |
+1,984
| New | +$227K | 0.01% | 241 |
|