Evanson Asset 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 |
-2,007
| Closed | -$298K | – | 230 |
|
|
2017
Q1 | $298K | Sell |
2,007
-943
| -32% | -$140K | 0.07% | 165 |
|
|
2016
Q4 | $414K | Sell |
2,950
-1,011
| -26% | -$142K | 0.12% | 126 |
|
|
2016
Q3 | $660K | Sell |
3,961
-312
| -7% | -$52K | 0.19% | 85 |
|
|
2016
Q2 | $798K | Buy |
4,273
+81
| +2% | +$15.1K | 0.24% | 71 |
|
|
2016
Q1 | $659K | Hold |
4,192
| – | – | 0.23% | 78 |
|
|
2015
Q4 | $827K | Buy |
4,192
+557
| +15% | +$110K | 0.3% | 66 |
|
|
2015
Q3 | $673K | Hold |
3,635
| – | – | 0.25% | 80 |
|
|
2015
Q2 | $817K | Buy |
3,635
+609
| +20% | +$137K | 0.28% | 76 |
|
|
2015
Q1 | $684K | Buy |
3,026
+373
| +14% | +$84.3K | 0.24% | 83 |
|
|
2014
Q4 | $551K | Buy |
+2,653
| New | +$551K | 0.2% | 93 |
|