Apriem Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-750
| Closed | -$111K | – | 372 |
|
|
2017
Q1 | $111K | Sell |
750
-9
| -1% | -$1.33K | 0.03% | 165 |
|
|
2016
Q4 | $107K | Buy |
759
+9
| +1% | +$1.27K | 0.03% | 157 |
|
|
2016
Q3 | $125K | Hold |
750
| – | – | 0.04% | 144 |
|
|
2016
Q2 | $140K | Sell |
750
-21
| -3% | -$3.92K | 0.05% | 138 |
|
|
2016
Q1 | $121K | Buy |
771
+21
| +3% | +$3.3K | 0.05% | 131 |
|
|
2015
Q4 | $148K | Hold |
750
| – | – | 0.05% | 114 |
|
|
2015
Q3 | $139K | Buy |
750
+670
| +838% | +$124K | 0.05% | 121 |
|
|
2015
Q2 | $18K | Buy |
+80
| New | +$18K | 0.01% | 342 |
|