ADBIC
A.D. Beadell Investment Counsel’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,300
| Closed | -$862K | – | 85 |
|
|
2015
Q4 | $862K | Sell |
7,300
-100
| -1% | -$11.8K | 0.75% | 53 |
|
|
2015
Q3 | $729K | Hold |
7,400
| – | – | 0.66% | 55 |
|
|
2015
Q2 | $703K | Buy |
7,400
+250
| +3% | +$23.8K | 0.56% | 59 |
|
|
2015
Q1 | $696K | Sell |
7,150
-500
| -7% | -$48.7K | 0.54% | 60 |
|
|
2014
Q4 | $716K | Hold |
7,650
| – | – | 0.54% | 60 |
|
|
2014
Q3 | $725K | Hold |
7,650
| – | – | 0.55% | 62 |
|
|
2014
Q2 | $771K | Sell |
7,650
-1,500
| -16% | -$151K | 0.57% | 58 |
|
|
2014
Q1 | $896K | Sell |
9,150
-400
| -4% | -$39.2K | 0.73% | 48 |
|
|
2013
Q4 | $926K | Buy |
9,550
+200
| +2% | +$19.4K | 0.78% | 46 |
|
|
2013
Q3 | $899K | Sell |
9,350
-700
| -7% | -$67.3K | 0.81% | 44 |
|
|
2013
Q2 | $994K | Buy |
+10,050
| New | +$994K | 0.91% | 41 |
|