WBH Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,920
| Closed | -$301K | – | 204 |
|
|
2016
Q1 | $301K | Sell |
1,920
-100
| -5% | -$15.7K | 0.1% | 155 |
|
|
2015
Q4 | $398 | Buy |
2,020
+15
| +0.7% | +$3 | 0.14% | 129 |
|
|
2015
Q3 | $370K | Buy |
2,005
+105
| +6% | +$19.4K | 0.15% | 134 |
|
|
2015
Q2 | $427K | Hold |
1,900
| – | – | 0.17% | 130 |
|
|
2015
Q1 | $429 | Hold |
1,900
| – | – | 0.12% | 133 |
|
|
2014
Q4 | $394K | Sell |
1,900
-115
| -6% | -$23.8K | 0.15% | 137 |
|
|
2014
Q3 | $392K | Hold |
2,015
| – | – | 0.14% | 139 |
|
|
2014
Q2 | $375K | Buy |
2,015
+25
| +1% | +$4.65K | 0.14% | 150 |
|
|
2014
Q1 | $351K | Sell |
1,990
-175
| -8% | -$30.9K | 0.14% | 155 |
|
|
2013
Q4 | $349K | Hold |
2,165
| – | – | 0.14% | 146 |
|
|
2013
Q3 | $278K | Hold |
2,165
| – | – | 0.12% | 157 |
|
|
2013
Q2 | $247K | Buy |
+2,165
| New | +$247K | 0.11% | 162 |
|