SVA Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-19,649
| Closed | -$3.02M | – | 224 |
|
|
2018
Q1 | $3.02M | Buy |
19,649
+2,634
| +15% | +$405K | 0.37% | 72 |
|
|
2017
Q4 | $2.65M | Sell |
17,015
-2,634
| -13% | -$411K | 0.31% | 81 |
|
|
2017
Q3 | $3.02M | Buy |
19,649
+117
| +0.6% | +$18K | 0.37% | 72 |
|
|
2017
Q2 | $3.21M | Buy |
19,532
+1,122
| +6% | +$185K | 0.42% | 68 |
|
|
2017
Q1 | $2.73M | Buy |
18,410
+3,838
| +26% | +$569K | 0.37% | 73 |
|
|
2016
Q4 | $2.05M | Sell |
14,572
-4,218
| -22% | -$593K | 0.31% | 83 |
|
|
2016
Q3 | $3.13M | Buy |
18,790
+55
| +0.3% | +$9.17K | 0.49% | 64 |
|
|
2016
Q2 | $3.5M | Sell |
18,735
-967
| -5% | -$180K | 0.57% | 56 |
|
|
2016
Q1 | $3.1M | Buy |
19,702
+4,068
| +26% | +$640K | 0.51% | 59 |
|
|
2015
Q4 | $3.08M | Buy |
+15,634
| New | +$3.08M | 0.53% | 62 |
|
|
2015
Q2 | – | Sell |
-888
| Closed | -$201K | – | 206 |
|
|
2015
Q1 | $201K | Buy |
+888
| New | +$201K | 0.04% | 202 |
|