Columbia Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-865
| Closed | -$115K | – | 213 |
|
2018
Q3 | $115K | Sell |
865
-850
| -50% | -$113K | 0.03% | 213 |
|
2018
Q2 | $229K | Sell |
1,715
-1,775
| -51% | -$237K | 0.07% | 161 |
|
2018
Q1 | $492K | Sell |
3,490
-1,035
| -23% | -$146K | 0.14% | 124 |
|
2017
Q4 | $706K | Sell |
4,525
-995
| -18% | -$155K | 0.2% | 106 |
|
2017
Q3 | $848K | Sell |
5,520
-3,475
| -39% | -$534K | 0.26% | 89 |
|
2017
Q2 | $1.48M | Buy |
8,995
+175
| +2% | +$28.8K | 0.48% | 58 |
|
2017
Q1 | $1.31M | Buy |
8,820
+170
| +2% | +$25.2K | 0.44% | 58 |
|
2016
Q4 | $1.22M | Buy |
+8,650
| New | +$1.22M | 0.41% | 58 |
|