Guardian Capital Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,485
| Closed | -$474K | – | 177 |
|
|
2021
Q1 | $474K | Buy |
2,485
+650
| +35% | +$124K | 0.05% | 128 |
|
|
2020
Q4 | $322K | Buy |
+1,835
| New | +$322K | 0.04% | 144 |
|
|
2016
Q4 | – | Sell |
-1,378
| Closed | -$221K | – | 171 |
|
|
2016
Q3 | $221K | Buy |
1,378
+200
| +17% | +$32.1K | 0.04% | 140 |
|
|
2016
Q2 | $218K | Buy |
+1,178
| New | +$218K | 0.04% | 149 |
|
|
2016
Q1 | – | Sell |
-3,555
| Closed | -$650K | – | 172 |
|
|
2015
Q4 | $650K | Buy |
3,555
+225
| +7% | +$41.1K | 0.14% | 102 |
|
|
2015
Q3 | $588K | Buy |
3,330
+310
| +10% | +$54.7K | 0.12% | 108 |
|
|
2015
Q2 | $698K | Buy |
3,020
+325
| +12% | +$75.1K | 0.13% | 107 |
|
|
2015
Q1 | $731K | Buy |
2,695
+160
| +6% | +$43.4K | 0.11% | 117 |
|
|
2014
Q4 | $628K | Buy |
2,535
+560
| +28% | +$139K | 0.1% | 120 |
|
|
2014
Q3 | $434K | Buy |
1,975
+100
| +5% | +$22K | 0.07% | 133 |
|
|
2014
Q2 | $351K | Sell |
1,875
-265
| -12% | -$49.6K | 0.06% | 149 |
|
|
2014
Q1 | $365K | Sell |
2,140
-1,650
| -44% | -$281K | 0.07% | 144 |
|
|
2013
Q4 | $646K | Buy |
3,790
+65
| +2% | +$11.1K | 0.13% | 114 |
|
|
2013
Q3 | $487K | Buy |
3,725
+300
| +9% | +$39.2K | 0.1% | 130 |
|
|
2013
Q2 | $390K | Buy |
+3,425
| New | +$390K | 0.11% | 119 |
|