Klingman & Associates’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-150
| Closed | -$25K | – | 228 |
|
|
2016
Q3 | $25K | Hold |
150
| – | – | 0.01% | 250 |
|
|
2016
Q2 | $28K | Hold |
150
| – | – | 0.01% | 236 |
|
|
2016
Q1 | $24K | Hold |
150
| – | – | 0.01% | 241 |
|
|
2015
Q4 | $30K | Hold |
150
| – | – | 0.01% | 238 |
|
|
2015
Q3 | $27K | Hold |
150
| – | – | 0.01% | 237 |
|
|
2015
Q2 | $34K | Hold |
150
| – | – | 0.01% | 208 |
|
|
2015
Q1 | $34K | Hold |
150
| – | – | 0.01% | 196 |
|
|
2014
Q4 | $31K | Buy |
+150
| New | +$31K | 0.01% | 202 |
|