Concert Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,863
| Closed | -$261K | – | 319 |
|
|
2017
Q1 | $261K | Sell |
1,863
-1,400
| -43% | -$196K | 0.06% | 384 |
|
|
2016
Q4 | $458K | Sell |
3,263
-3,390
| -51% | -$476K | 0.1% | 270 |
|
|
2016
Q3 | $1.11M | Sell |
6,653
-165
| -2% | -$27.6K | 0.14% | 198 |
|
|
2016
Q2 | $1.27M | Buy |
6,818
+4,714
| +224% | +$881K | 0.17% | 170 |
|
|
2016
Q1 | $329K | Sell |
2,104
-15
| -0.7% | -$2.35K | 0.04% | 435 |
|
|
2015
Q4 | $419K | Buy |
2,119
+183
| +9% | +$36.2K | 0.06% | 397 |
|
|
2015
Q3 | $359K | Sell |
1,936
-145
| -7% | -$26.9K | 0.05% | 434 |
|
|
2015
Q2 | $466K | Sell |
2,081
-39
| -2% | -$8.73K | 0.06% | 375 |
|
|
2015
Q1 | $295K | Buy |
2,120
+87
| +4% | +$12.1K | 0.08% | 303 |
|
|
2014
Q4 | $422K | Sell |
2,033
-589
| -22% | -$122K | 0.06% | 364 |
|
|
2014
Q3 | $514K | Buy |
2,622
+44
| +2% | +$8.63K | 0.07% | 254 |
|
|
2014
Q2 | $461K | Sell |
2,578
-298
| -10% | -$53.3K | 0.06% | 302 |
|
|
2014
Q1 | $506K | Buy |
2,876
+8
| +0.3% | +$1.41K | 0.06% | 265 |
|
|
2013
Q4 | $461K | Buy |
2,868
+413
| +17% | +$66.4K | 0.06% | 277 |
|
|
2013
Q3 | $313K | Buy |
2,455
+5
| +0.2% | +$637 | 0.04% | 357 |
|
|
2013
Q2 | $278K | Buy |
+2,450
| New | +$278K | 0.04% | 357 |
|