B. Riley Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $231K | Buy |
+1,472
| New | +$231K | 0.35% | 99 |
|
|
2015
Q3 | – | Sell |
-34
| Closed | -$7K | – | 508 |
|
|
2015
Q2 | $7K | Hold |
34
| – | – | 0.01% | 814 |
|
|
2015
Q1 | $7K | Hold |
34
| – | – | 0.01% | 810 |
|
|
2014
Q4 | $7K | Sell |
34
-40
| -54% | -$8.24K | 0.01% | 804 |
|
|
2014
Q3 | $14K | Hold |
74
| – | – | 0.01% | 696 |
|
|
2014
Q2 | $13K | Buy |
74
+20
| +37% | +$3.51K | 0.01% | 766 |
|
|
2014
Q1 | $10K | Buy |
+54
| New | +$10K | 0.01% | 756 |
|