UBP Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,844
| Closed | -$600K | – | 95 |
|
|
2022
Q2 | $600K | Sell |
1,844
-4,782
| -72% | -$1.56M | 0.24% | 63 |
|
|
2022
Q1 | $2.03M | Sell |
6,626
-125
| -2% | -$38.3K | 0.76% | 29 |
|
|
2021
Q4 | $1.68M | Buy |
6,751
+49
| +0.7% | +$12.2K | 0.61% | 32 |
|
|
2021
Q3 | $1.34M | Buy |
6,702
+90
| +1% | +$18K | 0.52% | 33 |
|
|
2021
Q2 | $1.26M | Buy |
+6,612
| New | +$1.26M | 0.47% | 49 |
|