Advance Capital I’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $485K | Sell |
4,200
-2,300
| -35% | -$266K | 0.98% | 42 |
|
|
2016
Q2 | $782K | Sell |
6,500
-6,000
| -48% | -$722K | 0.83% | 40 |
|
|
2016
Q1 | $1.57M | Buy |
12,500
+1,000
| +9% | +$126K | 1.62% | 15 |
|
|
2015
Q4 | $1.36M | Sell |
11,500
-1,300
| -10% | -$154K | 1.29% | 15 |
|
|
2015
Q3 | $1.26M | Buy |
12,800
+6,200
| +94% | +$611K | 1.03% | 19 |
|
|
2015
Q2 | $627K | Buy |
+6,600
| New | +$627K | 0.41% | 124 |
|
|
2013
Q4 | – | Sell |
-4,220
| Closed | -$406K | – | 318 |
|
|
2013
Q3 | $406K | Hold |
4,220
| – | – | 0.21% | 211 |
|
|
2013
Q2 | $418K | Buy |
+4,220
| New | +$418K | 0.21% | 195 |
|