BTR Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $262K | Hold |
770
| – | – | 0.04% | 141 |
|
|
2022
Q2 | $251K | Hold |
770
| – | – | 0.04% | 146 |
|
|
2022
Q1 | $236K | Buy |
+770
| New | +$236K | 0.03% | 153 |
|
|
2019
Q2 | – | Sell |
-2,570
| Closed | -$301K | – | 176 |
|
|
2019
Q1 | $301K | Hold |
2,570
| – | – | 0.06% | 134 |
|
|
2018
Q4 | $284K | Hold |
2,570
| – | – | 0.06% | 138 |
|
|
2018
Q3 | $341K | Buy |
2,570
+870
| +51% | +$115K | 0.06% | 127 |
|
|
2018
Q2 | $227K | Hold |
1,700
| – | – | 0.04% | 134 |
|
|
2018
Q1 | $239K | Hold |
1,700
| – | – | 0.05% | 130 |
|
|
2017
Q4 | $265K | Sell |
1,700
-80
| -4% | -$12.5K | 0.05% | 129 |
|
|
2017
Q3 | $273K | Sell |
1,780
-150
| -8% | -$23K | 0.06% | 127 |
|
|
2017
Q2 | $318K | Buy |
1,930
+80
| +4% | +$13.2K | 0.07% | 119 |
|
|
2017
Q1 | $274K | Sell |
1,850
-350
| -16% | -$51.8K | 0.06% | 132 |
|
|
2016
Q4 | $367K | Hold |
2,200
| – | – | 0.08% | 123 |
|
|
2016
Q3 | $367K | Buy |
+2,200
| New | +$367K | 0.08% | 123 |
|