V Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-818
| Closed | -$350K | – | 259 |
|
|
2023
Q2 | $350K | Buy |
+818
| New | +$350K | 0.06% | 258 |
|
|
2021
Q1 | – | Sell |
-2,551
| Closed | -$444K | – | 433 |
|
|
2020
Q4 | $444K | Buy |
+2,551
| New | +$444K | 0.09% | 226 |
|
|
2017
Q3 | – | Sell |
-30
| Closed | -$5K | – | 504 |
|
|
2017
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 658 |
|
|
2016
Q4 | – | Sell |
-8,161
| Closed | -$1.37M | – | 184 |
|
|
2016
Q3 | $1.37M | Buy |
+8,161
| New | +$1.37M | 1.11% | 30 |
|