Wealthspire Advisors (Maryland)’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $226K | Buy |
+1,517
| New | +$226K | 0.01% | 420 |
|
|
2019
Q2 | – | Sell |
-1,067
| Closed | -$125K | – | 1385 |
|
|
2019
Q1 | $125K | Buy |
1,067
+79
| +8% | +$9.26K | 0.01% | 566 |
|
|
2018
Q4 | $109K | Sell |
988
-69
| -7% | -$7.61K | 0.01% | 575 |
|
|
2018
Q3 | $140K | Buy |
1,057
+205
| +24% | +$27.2K | 0.01% | 556 |
|
|
2018
Q2 | $114K | Sell |
852
-99
| -10% | -$13.2K | 0.01% | 652 |
|
|
2018
Q1 | $134K | Sell |
951
-122
| -11% | -$17.2K | 0.01% | 596 |
|
|
2017
Q4 | $167K | Buy |
1,073
+125
| +13% | +$19.5K | 0.02% | 551 |
|
|
2017
Q3 | $146K | Sell |
948
-73
| -7% | -$11.2K | 0.02% | 576 |
|
|
2017
Q2 | $168K | Buy |
1,021
+143
| +16% | +$23.5K | 0.02% | 514 |
|
|
2017
Q1 | $130K | Sell |
878
-582
| -40% | -$86.2K | 0.02% | 507 |
|
|
2016
Q4 | $205K | Sell |
1,460
-2,661
| -65% | -$374K | 0.03% | 360 |
|
|
2016
Q3 | $687K | Sell |
4,121
-30
| -0.7% | -$5K | 0.11% | 131 |
|
|
2016
Q2 | $775K | Sell |
4,151
-708
| -15% | -$132K | 0.13% | 121 |
|
|
2016
Q1 | $764K | Sell |
4,859
-13
| -0.3% | -$2.04K | 0.13% | 111 |
|
|
2015
Q4 | $961K | Buy |
+4,872
| New | +$961K | 0.18% | 91 |
|