Willingdon Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7
| Closed | -$1K | – | 475 |
|
|
2019
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 444 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$22K | – | 380 |
|
|
2018
Q4 | $22K | Sell |
200
-300
| -60% | -$33K | 0.01% | 231 |
|
|
2018
Q3 | $66K | Sell |
500
-3
| -0.6% | -$396 | 0.02% | 187 |
|
|
2018
Q2 | $67K | Sell |
503
-36
| -7% | -$4.8K | 0.02% | 171 |
|
|
2018
Q1 | $76K | Hold |
539
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $84K | Hold |
539
| – | – | 0.03% | 141 |
|
|
2017
Q3 | $83K | Buy |
+539
| New | +$83K | 0.03% | 133 |
|