WP
WealthSource Partners’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $212K | Buy |
+459
| New | +$212K | 0.01% | 471 |
|
|
2017
Q1 | – | Sell |
-2,631
| Closed | -$370K | – | 302 |
|
|
2016
Q4 | $370K | Buy |
2,631
+250
| +10% | +$35.2K | 0.16% | 135 |
|
|
2016
Q3 | $397K | Sell |
2,381
-1,268
| -35% | -$211K | 0.14% | 146 |
|
|
2016
Q2 | $681K | Buy |
3,649
+195
| +6% | +$36.4K | 0.25% | 80 |
|
|
2016
Q1 | $543K | Buy |
+3,454
| New | +$543K | 0.22% | 89 |
|