Cetera Investment Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-2,197
| Closed | -$355K | – | 45 |
|
2017
Q2 | $355K | Sell |
2,197
-464
| -17% | -$75K | 0.45% | 75 |
|
2017
Q1 | $395K | Sell |
2,661
-1,535
| -37% | -$228K | 0.45% | 82 |
|
2016
Q4 | $589K | Buy |
4,196
+109
| +3% | +$15.3K | 0.44% | 85 |
|
2016
Q3 | $682K | Sell |
4,087
-479
| -10% | -$79.9K | 0.44% | 80 |
|
2016
Q2 | $852K | Sell |
4,566
-426
| -9% | -$79.5K | 0.5% | 74 |
|
2016
Q1 | $796K | Sell |
4,992
-139
| -3% | -$22.2K | 0.41% | 86 |
|
2015
Q4 | $1.02M | Buy |
+5,131
| New | +$1.02M | 0.41% | 91 |
|