LWM
LBA Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $953K | Buy |
6,429
+25
| +0.4% | +$3.71K | 0.5% | 35 |
|
|
2016
Q4 | $899K | Sell |
6,404
-55
| -0.9% | -$7.72K | 0.49% | 35 |
|
|
2016
Q3 | $1.08M | Sell |
6,459
-90
| -1% | -$15K | 0.61% | 29 |
|
|
2016
Q2 | $1.22M | Buy |
6,549
+160
| +3% | +$29.9K | 0.69% | 26 |
|
|
2016
Q1 | $1.01M | Buy |
6,389
+50
| +0.8% | +$7.87K | 0.58% | 32 |
|
|
2015
Q4 | $1.25M | Buy |
6,339
+145
| +2% | +$28.6K | 0.72% | 24 |
|
|
2015
Q3 | $1.15M | Sell |
6,194
-576
| -9% | -$107K | 0.72% | 23 |
|
|
2015
Q2 | $1.52M | Sell |
6,770
-45
| -0.7% | -$10.1K | 0.96% | 18 |
|
|
2015
Q1 | $1.54M | Buy |
6,815
+350
| +5% | +$79.2K | 0.97% | 17 |
|
|
2014
Q4 | $1.34M | Sell |
6,465
-585
| -8% | -$121K | 0.89% | 19 |
|
|
2014
Q3 | $1.37M | Sell |
7,050
-275
| -4% | -$53.5K | 0.95% | 19 |
|
|
2014
Q2 | $1.36M | Sell |
7,325
-15
| -0.2% | -$2.79K | 1.11% | 18 |
|
|
2014
Q1 | $1.3M | Sell |
7,340
-25
| -0.3% | -$4.41K | 1.06% | 19 |
|
|
2013
Q4 | $1.19M | Buy |
+7,365
| New | +$1.19M | 0.98% | 23 |
|