YorkBridge Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,220
| Closed | -$164K | – | 463 |
|
|
2019
Q2 | $164K | Buy |
1,220
+6
| +0.5% | +$807 | 0.07% | 203 |
|
|
2019
Q1 | $142K | Buy |
1,214
+91
| +8% | +$10.6K | 0.07% | 220 |
|
|
2018
Q4 | $124K | Sell |
1,123
-132
| -11% | -$14.6K | 0.07% | 217 |
|
|
2018
Q3 | $166K | Hold |
1,255
| – | – | 0.08% | 193 |
|
|
2018
Q2 | $167K | Hold |
1,255
| – | – | 0.07% | 200 |
|
|
2018
Q1 | $181K | Buy |
1,255
+38
| +3% | +$5.48K | 0.08% | 187 |
|
|
2017
Q4 | $185K | Sell |
1,217
-114
| -9% | -$17.3K | 0.09% | 179 |
|
|
2017
Q3 | $204K | Buy |
1,331
+40
| +3% | +$6.13K | 0.11% | 171 |
|
|
2017
Q2 | $212K | Buy |
1,291
+116
| +10% | +$19K | 0.11% | 166 |
|
|
2017
Q1 | $164K | Hold |
1,175
| – | – | 0.09% | 187 |
|
|
2016
Q4 | $168K | Buy |
+1,175
| New | +$168K | 0.1% | 173 |
|