TrueWealth LLC’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $64K | Hold |
417
| – | – | 0.03% | 245 |
|
|
2020
Q1 | $56K | Hold |
417
| – | – | 0.03% | 236 |
|
|
2019
Q4 | $58K | Hold |
417
| – | – | 0.02% | 255 |
|
|
2019
Q3 | $57K | Hold |
417
| – | – | 0.02% | 249 |
|
|
2019
Q2 | $56K | Hold |
417
| – | – | 0.02% | 255 |
|
|
2019
Q1 | $49K | Sell |
417
-5
| -1% | -$588 | 0.02% | 263 |
|
|
2018
Q4 | $47K | Hold |
422
| – | – | 0.02% | 263 |
|
|
2018
Q3 | $56K | Buy |
422
+118
| +39% | +$15.7K | 0.03% | 256 |
|
|
2018
Q2 | $41K | Sell |
304
-23
| -7% | -$3.1K | 0.02% | 287 |
|
|
2018
Q1 | $46K | Sell |
327
-4
| -1% | -$563 | 0.02% | 265 |
|
|
2017
Q4 | $52K | Buy |
+331
| New | +$52K | 0.02% | 286 |
|