SFPIA
Stevens First Principles Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,940
| Closed | -$303K | – | 178 |
|
|
2017
Q4 | $303K | Hold |
1,940
| – | – | 0.16% | 65 |
|
|
2017
Q3 | $298K | Hold |
1,940
| – | – | 0.16% | 65 |
|
|
2017
Q2 | $319K | Sell |
1,940
-1,600
| -45% | -$263K | 0.19% | 66 |
|
|
2017
Q1 | $525K | Sell |
3,540
-50
| -1% | -$7.42K | 0.33% | 55 |
|
|
2016
Q4 | $504K | Buy |
3,590
+490
| +16% | +$68.8K | 0.35% | 54 |
|
|
2016
Q3 | $517K | Sell |
3,100
-30
| -1% | -$5K | 0.37% | 49 |
|
|
2016
Q2 | $584K | Sell |
3,130
-5
| -0.2% | -$933 | 0.44% | 47 |
|
|
2016
Q1 | $493K | Buy |
+3,135
| New | +$493K | 0.4% | 45 |
|