Rowland Carmichael Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,515
| Closed | -$204K | – | 356 |
|
|
2019
Q2 | $204K | Buy |
+1,515
| New | +$204K | 0.07% | 255 |
|
|
2018
Q4 | – | Sell |
-2,415
| Closed | -$320K | – | 341 |
|
|
2018
Q3 | $320K | Hold |
2,415
| – | – | 0.12% | 190 |
|
|
2018
Q2 | $322K | Hold |
2,415
| – | – | 0.14% | 185 |
|
|
2018
Q1 | $340K | Hold |
2,415
| – | – | 0.19% | 162 |
|
|
2017
Q4 | $377K | Hold |
2,415
| – | – | 0.19% | 155 |
|
|
2017
Q3 | $371K | Hold |
2,415
| – | – | 0.21% | 152 |
|
|
2017
Q2 | $397K | Hold |
2,415
| – | – | 0.23% | 137 |
|
|
2017
Q1 | $358K | Sell |
2,415
-100
| -4% | -$14.8K | 0.22% | 138 |
|
|
2016
Q4 | $353K | Hold |
2,515
| – | – | 0.21% | 149 |
|
|
2016
Q3 | $419K | Hold |
2,515
| – | – | 0.27% | 119 |
|
|
2016
Q2 | $469K | Buy |
+2,515
| New | +$469K | 0.3% | 111 |
|