Smith Shellnut Wilson’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,451
| Closed | -$223K | – | 125 |
|
|
2017
Q3 | $223K | Sell |
1,451
-310
| -18% | -$47.6K | 0.2% | 122 |
|
|
2017
Q2 | $329K | Sell |
1,761
-95
| -5% | -$17.7K | 0.34% | 63 |
|
|
2017
Q1 | $275K | Hold |
1,856
| – | – | 0.25% | 97 |
|
|
2016
Q4 | $261K | Buy |
+1,856
| New | +$261K | 0.25% | 104 |
|