Security National Bank of So Dak’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 |
-6,096
| Closed | -$813K | – | 87 |
|
|
2018
Q2 | $813K | Buy |
6,096
+135
| +2% | +$18K | 0.95% | 49 |
|
|
2018
Q1 | $839K | Buy |
5,961
+680
| +13% | +$95.7K | 0.96% | 46 |
|
|
2017
Q4 | $824K | Sell |
5,281
-488
| -8% | -$76.1K | 0.89% | 48 |
|
|
2017
Q3 | $886K | Buy |
5,769
+308
| +6% | +$47.3K | 1.02% | 47 |
|
|
2017
Q2 | $899K | Buy |
5,461
+165
| +3% | +$27.2K | 1.05% | 45 |
|
|
2017
Q1 | $785K | Buy |
5,296
+1,218
| +30% | +$181K | 0.94% | 49 |
|
|
2016
Q4 | $573K | Sell |
4,078
-1,276
| -24% | -$179K | 0.7% | 59 |
|
|
2016
Q3 | $893K | Buy |
5,354
+305
| +6% | +$50.9K | 1.16% | 43 |
|
|
2016
Q2 | $942K | Buy |
5,049
+105
| +2% | +$19.6K | 1.28% | 38 |
|
|
2016
Q1 | $778K | Buy |
4,944
+2,370
| +92% | +$373K | 1.1% | 47 |
|
|
2015
Q4 | $507K | Sell |
2,574
-2,039
| -44% | -$402K | 0.71% | 56 |
|
|
2015
Q3 | $854K | Buy |
4,613
+40
| +0.9% | +$7.41K | 1.47% | 31 |
|
|
2015
Q2 | $1.03M | Buy |
+4,573
| New | +$1.03M | 1.69% | 24 |
|