Security National Bank of Sioux City Iowa’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,001
| Closed | -$1.2M | – | 91 |
|
|
2018
Q2 | $1.2M | Buy |
9,001
+623
| +7% | +$83.1K | 1.13% | 43 |
|
|
2018
Q1 | $1.18M | Buy |
8,378
+290
| +4% | +$40.8K | 1.11% | 45 |
|
|
2017
Q4 | $1.26M | Buy |
8,088
+454
| +6% | +$70.8K | 1.14% | 41 |
|
|
2017
Q3 | $1.17M | Buy |
7,634
+274
| +4% | +$42.1K | 1.15% | 43 |
|
|
2017
Q2 | $1.21M | Buy |
7,360
+135
| +2% | +$22.2K | 1.19% | 37 |
|
|
2017
Q1 | $1.07M | Buy |
7,225
+1,250
| +21% | +$185K | 1.06% | 45 |
|
|
2016
Q4 | $840K | Buy |
5,975
+1,325
| +28% | +$186K | 0.87% | 58 |
|
|
2016
Q3 | $775K | Hold |
4,650
| – | – | 0.87% | 54 |
|
|
2016
Q2 | $868K | Buy |
4,650
+20
| +0.4% | +$3.73K | 0.98% | 47 |
|
|
2016
Q1 | $728K | Sell |
4,630
-3,345
| -42% | -$526K | 0.85% | 56 |
|
|
2015
Q4 | $1.57M | Buy |
7,975
+970
| +14% | +$191K | 1.56% | 20 |
|
|
2015
Q3 | $1.3M | Sell |
7,005
-10
| -0.1% | -$1.85K | 1.52% | 26 |
|
|
2015
Q2 | $1.58M | Buy |
+7,015
| New | +$1.58M | 1.72% | 16 |
|