WealthTrust Fairport’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-372
| Closed | -$52K | – | 537 |
|
|
2018
Q1 | $52K | Buy |
+372
| New | +$52K | 0.01% | 235 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$208K | – | 281 |
|
|
2014
Q4 | $208K | Hold |
1,000
| – | – | 0.03% | 117 |
|
|
2014
Q3 | $195K | Hold |
1,000
| – | – | 0.03% | 112 |
|
|
2014
Q2 | $186K | Hold |
1,000
| – | – | 0.03% | 115 |
|
|
2014
Q1 | $177K | Hold |
1,000
| – | – | 0.03% | 114 |
|
|
2013
Q4 | $161K | Hold |
1,000
| – | – | 0.03% | 111 |
|
|
2013
Q3 | $128K | Hold |
1,000
| – | – | 0.02% | 131 |
|
|
2013
Q2 | $115K | Buy |
+1,000
| New | +$115K | 0.02% | 133 |
|