TRUE Private Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-367
| Closed | -$214K | – | 251 |
|
|
2024
Q2 | $214K | Buy |
+367
| New | +$214K | 0.02% | 264 |
|
|
2021
Q1 | – | Sell |
-73
| Closed | -$12K | – | 510 |
|
|
2020
Q4 | $12K | Hold |
73
| – | – | ﹤0.01% | 515 |
|
|
2020
Q3 | $10K | Hold |
73
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $11K | Hold |
73
| – | – | ﹤0.01% | 477 |
|
|
2020
Q1 | $9K | Sell |
73
-9
| -11% | -$1.11K | ﹤0.01% | 465 |
|
|
2019
Q4 | $11K | Buy |
+82
| New | +$11K | ﹤0.01% | 584 |
|
|
2019
Q3 | – | Sell |
-82
| Closed | -$11K | – | 524 |
|
|
2019
Q2 | $11K | Buy |
+82
| New | +$11K | ﹤0.01% | 535 |
|
|
2018
Q4 | – | Sell |
-337
| Closed | -$44.9K | – | 647 |
|
|
2018
Q3 | $44.9K | Buy |
+337
| New | +$44.9K | 0.01% | 477 |
|