SSWM
Sheets Smith Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,493
| Closed | -$1.24M | – | 226 |
|
|
2015
Q2 | $1.24M | Sell |
5,493
-30
| -0.5% | -$6.75K | 0.34% | 89 |
|
|
2015
Q1 | $1.25M | Sell |
5,523
-47
| -0.8% | -$10.6K | 0.34% | 84 |
|
|
2014
Q4 | $1.16M | Buy |
5,570
+609
| +12% | +$126K | 0.3% | 97 |
|
|
2014
Q3 | $966K | Buy |
+4,961
| New | +$966K | 0.26% | 118 |
|