SWS
SYSTM Wealth Solutions’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-103
| Closed | -$60.3K | – | 412 |
|
|
2024
Q2 | $60.3K | Sell |
103
-2,952
| -97% | -$1.73M | 0.01% | 273 |
|
|
2024
Q1 | $1.64M | Sell |
3,055
-118
| -4% | -$63.4K | 0.21% | 141 |
|
|
2023
Q4 | $1.47M | Sell |
3,173
-1,201
| -27% | -$557K | 0.2% | 145 |
|
|
2023
Q3 | $1.9M | Sell |
4,374
-102
| -2% | -$44.4K | 0.29% | 95 |
|
|
2023
Q2 | $1.91M | Buy |
4,476
+795
| +22% | +$340K | 0.26% | 106 |
|
|
2023
Q1 | $1.31M | Sell |
3,681
-756
| -17% | -$269K | 0.2% | 137 |
|
|
2022
Q4 | $1.66M | Buy |
+4,437
| New | +$1.66M | 0.21% | 139 |
|