WFG Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $141K | Buy |
859
+41
| +5% | +$6.73K | 0.03% | 449 |
|
|
2017
Q1 | $121K | Buy |
818
+452
| +123% | +$66.9K | 0.03% | 444 |
|
|
2016
Q4 | $51K | Sell |
366
-5
| -1% | -$697 | 0.01% | 715 |
|
|
2016
Q3 | $62K | Sell |
371
-10
| -3% | -$1.67K | 0.02% | 652 |
|
|
2016
Q2 | $71K | Buy |
381
+16
| +4% | +$2.98K | 0.02% | 597 |
|
|
2016
Q1 | $57K | Sell |
365
-195
| -35% | -$30.5K | 0.02% | 627 |
|
|
2015
Q4 | $110K | Buy |
560
+206
| +58% | +$40.5K | 0.03% | 442 |
|
|
2015
Q3 | $66K | Buy |
354
+150
| +74% | +$28K | 0.02% | 558 |
|
|
2015
Q2 | $46K | Sell |
204
-17
| -8% | -$3.83K | 0.01% | 752 |
|
|
2015
Q1 | $50K | Sell |
221
-50
| -18% | -$11.3K | 0.01% | 733 |
|
|
2014
Q4 | $56K | Hold |
271
| – | – | 0.01% | 843 |
|
|
2014
Q3 | $53K | Buy |
271
+17
| +7% | +$3.33K | 0.01% | 898 |
|
|
2014
Q2 | $47K | Buy |
254
+15
| +6% | +$2.78K | 0.01% | 937 |
|
|
2014
Q1 | $42K | Sell |
239
-32
| -12% | -$5.62K | 0.01% | 978 |
|
|
2013
Q4 | $44K | Buy |
271
+22
| +9% | +$3.57K | 0.01% | 1047 |
|
|
2013
Q3 | $32K | Buy |
249
+160
| +180% | +$20.6K | 0.01% | 1089 |
|
|
2013
Q2 | $10K | Buy |
+89
| New | +$10K | ﹤0.01% | 1450 |
|