RIA
Regal Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,116
| Closed | -$1.76M | – | 326 |
|
|
2019
Q2 | $1.76M | Buy |
13,116
+16
| +0.1% | +$2.15K | 0.34% | 96 |
|
|
2019
Q1 | $1.53M | Buy |
13,100
+953
| +8% | +$112K | 0.31% | 103 |
|
|
2018
Q4 | $1.34M | Buy |
12,147
+604
| +5% | +$66.7K | 0.29% | 100 |
|
|
2018
Q3 | $1.53M | Buy |
11,543
+1,993
| +21% | +$264K | 0.32% | 99 |
|
|
2018
Q2 | $1.27M | Sell |
9,550
-1,910
| -17% | -$255K | 0.39% | 92 |
|
|
2018
Q1 | $1.61M | Sell |
11,460
-445
| -4% | -$62.7K | 0.36% | 92 |
|
|
2017
Q4 | $1.86M | Buy |
11,905
+102
| +0.9% | +$15.9K | 0.41% | 84 |
|
|
2017
Q3 | $1.81M | Sell |
11,803
-1,625
| -12% | -$250K | 0.42% | 83 |
|
|
2017
Q2 | $2.21M | Sell |
13,428
-2,015
| -13% | -$332K | 0.55% | 66 |
|
|
2017
Q1 | $2.29M | Sell |
15,443
-1,751
| -10% | -$260K | 0.6% | 58 |
|
|
2016
Q4 | $2.42M | Sell |
17,194
-611
| -3% | -$85.8K | 0.67% | 55 |
|
|
2016
Q3 | $2.97M | Sell |
17,805
-1,214
| -6% | -$202K | 0.84% | 38 |
|
|
2016
Q2 | $3.55M | Buy |
+19,019
| New | +$3.55M | 0.98% | 24 |
|