SBIA
Sheaff Brock Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13,337
| Closed | -$1.78M | – | 526 |
|
|
2018
Q2 | $1.78M | Buy |
13,337
+11,497
| +625% | +$1.53M | 0.17% | 86 |
|
|
2018
Q1 | $259K | Sell |
1,840
-598
| -25% | -$84.2K | 0.03% | 377 |
|
|
2017
Q4 | $380K | Buy |
2,438
+327
| +15% | +$51K | 0.05% | 301 |
|
|
2017
Q3 | $324K | Buy |
2,111
+98
| +5% | +$15K | 0.04% | 345 |
|
|
2017
Q2 | $331K | Buy |
2,013
+351
| +21% | +$57.7K | 0.04% | 360 |
|
|
2017
Q1 | $246K | Sell |
1,662
-143
| -8% | -$21.2K | 0.03% | 453 |
|
|
2016
Q4 | $254K | Sell |
1,805
-834
| -32% | -$117K | 0.03% | 455 |
|
|
2016
Q3 | $440K | Sell |
2,639
-951
| -26% | -$159K | 0.06% | 285 |
|
|
2016
Q2 | $670K | Buy |
3,590
+110
| +3% | +$20.5K | 0.09% | 224 |
|
|
2016
Q1 | $548K | Buy |
3,480
+1,585
| +84% | +$250K | 0.07% | 272 |
|
|
2015
Q4 | $374K | Buy |
+1,895
| New | +$374K | 0.04% | 362 |
|