CLA (CliftonLarsonAllen) Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,068
| Closed | -$1.55M | – | 135 |
|
|
2017
Q3 | $1.55M | Buy |
10,068
+30
| +0.3% | +$4.61K | 0.16% | 73 |
|
|
2017
Q2 | $1.65M | Hold |
10,038
| – | – | 0.18% | 69 |
|
|
2017
Q1 | $1.49M | Hold |
10,038
| – | – | 0.17% | 75 |
|
|
2016
Q4 | $1.41M | Sell |
10,038
-1,074
| -10% | -$151K | 0.16% | 72 |
|
|
2016
Q3 | $1.85M | Sell |
11,112
-76
| -0.7% | -$12.7K | 0.23% | 59 |
|
|
2016
Q2 | $2.09M | Buy |
11,188
+17
| +0.2% | +$3.17K | 0.3% | 50 |
|
|
2016
Q1 | $1.76M | Sell |
11,171
-94
| -0.8% | -$14.8K | 0.28% | 54 |
|
|
2015
Q4 | $2.22M | Buy |
+11,265
| New | +$2.22M | 0.37% | 48 |
|