Alerus Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.01M | Buy |
16,023
+521
| +3% | +$65.5K | 0.35% | 71 |
|
|
2015
Q4 | $1.83M | Sell |
15,502
-3,365
| -18% | -$398K | 0.31% | 79 |
|
|
2015
Q3 | $1.86M | Buy |
18,867
+1,655
| +10% | +$163K | 0.33% | 74 |
|
|
2015
Q2 | $1.68M | Sell |
17,212
-16
| -0.1% | -$1.56K | 0.28% | 77 |
|
|
2015
Q1 | $1.68M | Buy |
17,228
+2,027
| +13% | +$198K | 0.28% | 77 |
|
|
2014
Q4 | $1.42M | Buy |
15,201
+324
| +2% | +$30.4K | 0.24% | 79 |
|
|
2014
Q3 | $1.41M | Buy |
14,877
+280
| +2% | +$26.5K | 0.24% | 77 |
|
|
2014
Q2 | $1.47M | Sell |
14,597
-37,703
| -72% | -$3.8M | 0.25% | 79 |
|
|
2014
Q1 | $5.13M | Sell |
52,300
-627
| -1% | -$61.5K | 1.11% | 26 |
|
|
2013
Q4 | $5.13M | Sell |
52,927
-17,139
| -24% | -$1.66M | 1.13% | 30 |
|
|
2013
Q3 | $6.74M | Sell |
70,066
-2,941
| -4% | -$283K | 1.34% | 24 |
|
|
2013
Q2 | $7.23M | Buy |
+73,007
| New | +$7.23M | 1.12% | 29 |
|