Holt Capital Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-600
| Closed | -$94K | – | 164 |
|
|
2016
Q1 | $94K | Buy |
+600
| New | +$94K | 0.04% | 155 |
|
|
2015
Q4 | – | Sell |
-600
| Closed | -$111K | – | 161 |
|
|
2015
Q3 | $111K | Hold |
600
| – | – | 0.05% | 129 |
|
|
2015
Q2 | $135K | Hold |
600
| – | – | 0.05% | 128 |
|
|
2015
Q1 | $136K | Hold |
600
| – | – | 0.06% | 125 |
|
|
2014
Q4 | $125K | Buy |
+600
| New | +$125K | 0.05% | 126 |
|
|
2014
Q3 | – | Sell |
-600
| Closed | -$112K | – | 154 |
|
|
2014
Q2 | $112K | Hold |
600
| – | – | 0.06% | 96 |
|
|
2014
Q1 | $106K | Hold |
600
| – | – | 0.06% | 97 |
|
|
2013
Q4 | $97K | Buy |
+600
| New | +$97K | 0.06% | 100 |
|