Ropes Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 563 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 872 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$3K | – | 592 |
|
|
2020
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 482 |
|
|
2018
Q1 | – | Sell |
-575
| Closed | -$90K | – | 686 |
|
|
2017
Q4 | $90K | Hold |
575
| – | – | 0.02% | 290 |
|
|
2017
Q3 | $88K | Hold |
575
| – | – | 0.02% | 277 |
|
|
2017
Q2 | $95K | Buy |
+575
| New | +$95K | 0.03% | 274 |
|
|
2016
Q3 | – | Sell |
-23
| Closed | -$4K | – | 479 |
|
|
2016
Q2 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 410 |
|
|
2016
Q1 | – | Sell |
-5
| Closed | -$1K | – | 494 |
|
|
2015
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 436 |
|