Gideon Capital Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,929
| Closed | -$400K | – | 346 |
|
|
2019
Q3 | $400K | Buy |
+2,929
| New | +$400K | 0.13% | 198 |
|
|
2019
Q2 | – | Sell |
-1,789
| Closed | -$209K | – | 362 |
|
|
2019
Q1 | $209K | Sell |
1,789
-1,496
| -46% | -$175K | 0.07% | 342 |
|
|
2018
Q4 | $363K | Sell |
3,285
-437
| -12% | -$48.3K | 0.15% | 213 |
|
|
2018
Q3 | $494K | Buy |
3,722
+788
| +27% | +$105K | 0.23% | 146 |
|
|
2018
Q2 | $391K | Buy |
2,934
+482
| +20% | +$64.2K | 0.2% | 199 |
|
|
2018
Q1 | $345K | Buy |
+2,452
| New | +$345K | 0.21% | 194 |
|
|
2017
Q4 | – | Sell |
-1,430
| Closed | -$220K | – | 359 |
|
|
2017
Q3 | $220K | Buy |
+1,430
| New | +$220K | 0.22% | 236 |
|
|
2015
Q2 | – | Sell |
-1,023
| Closed | -$231K | – | 289 |
|
|
2015
Q1 | $231K | Buy |
+1,023
| New | +$231K | 0.09% | 201 |
|
|
2014
Q3 | – | Sell |
-3,541
| Closed | -$659K | – | 334 |
|
|
2014
Q2 | $659K | Buy |
3,541
+1,939
| +121% | +$361K | 0.24% | 129 |
|
|
2014
Q1 | $283K | Buy |
+1,602
| New | +$283K | 0.16% | 164 |
|