Mosaic Family Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-16
| Closed | -$2K | – | 820 |
|
|
2017
Q3 | $2K | Sell |
16
-19
| -54% | -$2.38K | ﹤0.01% | 831 |
|
|
2017
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 546 |
|
|
2017
Q1 | $5K | Buy |
35
+12
| +52% | +$1.71K | ﹤0.01% | 570 |
|
|
2016
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 633 |
|
|
2016
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 609 |
|
|
2016
Q2 | $5K | Sell |
23
-200
| -90% | -$43.5K | ﹤0.01% | 602 |
|
|
2016
Q1 | $35K | Buy |
223
+200
| +870% | +$31.4K | 0.02% | 367 |
|
|
2015
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 613 |
|