AIS
Accurate Investment Solutions’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,316
| Closed | -$1.87M | – | 218 |
|
|
2020
Q1 | $1.87M | Buy |
11,316
+11,075
| +4,595% | +$1.83M | 1.52% | 24 |
|
|
2019
Q4 | $48K | Buy |
241
+135
| +127% | +$26.9K | 0.03% | 176 |
|
|
2019
Q3 | $23K | Hold |
106
| – | – | 0.02% | 164 |
|
|
2019
Q2 | $22K | Hold |
106
| – | – | 0.02% | 164 |
|
|
2019
Q1 | $20K | Hold |
106
| – | – | 0.02% | 162 |
|
|
2018
Q4 | $19K | Hold |
106
| – | – | 0.02% | 156 |
|
|
2018
Q3 | $18K | Sell |
106
-726
| -87% | -$123K | 0.01% | 186 |
|
|
2018
Q2 | $131K | Buy |
832
+4
| +0.5% | +$630 | 0.1% | 86 |
|
|
2018
Q1 | $130K | Buy |
828
+5
| +0.6% | +$785 | 0.1% | 83 |
|
|
2017
Q4 | $141K | Sell |
823
-196
| -19% | -$33.6K | 0.1% | 83 |
|
|
2017
Q3 | $160K | Buy |
1,019
+913
| +861% | +$143K | 0.12% | 70 |
|
|
2017
Q2 | $16K | Sell |
106
-30
| -22% | -$4.53K | 0.01% | 198 |
|
|
2017
Q1 | $18K | Sell |
136
-123
| -47% | -$16.3K | 0.01% | 175 |
|
|
2016
Q4 | $32K | Sell |
259
-1
| -0.4% | -$124 | 0.03% | 142 |
|
|
2016
Q3 | $30K | Buy |
260
+1
| +0.4% | +$115 | 0.03% | 139 |
|
|
2016
Q2 | $31K | Sell |
259
-19,513
| -99% | -$2.34M | 0.03% | 133 |
|
|
2016
Q1 | $2.49M | Buy |
19,772
+3,931
| +25% | +$494K | 2.37% | 21 |
|
|
2015
Q4 | $1.87M | Buy |
+15,841
| New | +$1.87M | 1.71% | 27 |
|