Whitegate Investment Counselors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,679
| Closed | -$406K | – | 202 |
|
|
2018
Q4 | $406K | Sell |
3,679
-5,485
| -60% | -$605K | 0.09% | 137 |
|
|
2018
Q3 | $1.22M | Sell |
9,164
-3,080
| -25% | -$409K | 0.25% | 95 |
|
|
2018
Q2 | $1.63M | Sell |
12,244
-1,085
| -8% | -$145K | 0.33% | 82 |
|
|
2018
Q1 | $1.88M | Sell |
13,329
-495
| -4% | -$69.7K | 0.4% | 79 |
|
|
2017
Q4 | $2.16M | Sell |
13,824
-709
| -5% | -$111K | 0.45% | 74 |
|
|
2017
Q3 | $2.23M | Sell |
14,533
-175
| -1% | -$26.9K | 0.49% | 71 |
|
|
2017
Q2 | $2.42M | Sell |
14,708
-795
| -5% | -$131K | 0.55% | 68 |
|
|
2017
Q1 | $2.3M | Buy |
15,503
+604
| +4% | +$89.5K | 0.55% | 67 |
|
|
2016
Q4 | $2.09M | Buy |
14,899
+929
| +7% | +$131K | 0.56% | 67 |
|
|
2016
Q3 | $2.33M | Sell |
13,970
-175
| -1% | -$29.2K | 0.63% | 60 |
|
|
2016
Q2 | $2.64M | Buy |
+14,145
| New | +$2.64M | 0.73% | 45 |
|
|
2014
Q1 | $2.16M | Buy |
+13,745
| New | +$2.16M | 0.59% | 62 |
|