Clear Perspective Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,217
| Closed | -$162K | – | 317 |
|
|
2018
Q2 | $162K | Sell |
1,217
-305
| -20% | -$40.6K | 0.11% | 156 |
|
|
2018
Q1 | $214K | Sell |
1,522
-95
| -6% | -$13.4K | 0.16% | 128 |
|
|
2017
Q4 | $252K | Sell |
1,617
-85
| -5% | -$13.2K | 0.19% | 121 |
|
|
2017
Q3 | $261K | Sell |
1,702
-725
| -30% | -$111K | 0.21% | 111 |
|
|
2017
Q2 | $399K | Sell |
2,427
-118
| -5% | -$19.4K | 0.34% | 77 |
|
|
2017
Q1 | $377K | Buy |
2,545
+10
| +0.4% | +$1.48K | 0.25% | 81 |
|
|
2016
Q4 | $356K | Buy |
+2,535
| New | +$356K | 0.24% | 87 |
|