Genovese Burford & Brothers Wealth & Retirement Plan Management’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 |
-669
| Closed | -$89K | – | 246 |
|
|
2018
Q2 | $89K | Hold |
669
| – | – | 0.03% | 122 |
|
|
2018
Q1 | $94K | Sell |
669
-100
| -13% | -$14.1K | 0.03% | 123 |
|
|
2017
Q4 | $130K | Buy |
769
+491
| +177% | +$83K | 0.34% | 62 |
|
|
2017
Q3 | $42K | Hold |
278
| – | – | 0.02% | 162 |
|
|
2017
Q2 | $45K | Hold |
278
| – | – | 0.02% | 150 |
|
|
2017
Q1 | $42K | Hold |
278
| – | – | 0.02% | 162 |
|
|
2016
Q4 | $40K | Hold |
278
| – | – | 0.01% | 181 |
|
|
2016
Q3 | $46K | Buy |
278
+98
| +54% | +$16.2K | 0.02% | 160 |
|
|
2016
Q2 | $33K | Hold |
180
| – | – | 0.01% | 176 |
|
|
2016
Q1 | $28K | Hold |
180
| – | – | 0.01% | 175 |
|
|
2015
Q4 | $36K | Buy |
+180
| New | +$36K | 0.02% | 152 |
|