American Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,578
| Closed | -$312K | – | 63 |
|
|
2019
Q4 | $312K | Hold |
1,578
| – | – | 0.2% | 75 |
|
|
2019
Q3 | $339K | Hold |
1,578
| – | – | 0.23% | 67 |
|
|
2019
Q2 | $328K | Buy |
1,578
+25
| +2% | +$5.2K | 0.23% | 68 |
|
|
2019
Q1 | $295K | Hold |
1,553
| – | – | 0.22% | 71 |
|
|
2018
Q4 | $276K | Hold |
1,553
| – | – | 0.2% | 66 |
|
|
2018
Q3 | $260K | Hold |
1,553
| – | – | 0.23% | 79 |
|
|
2018
Q2 | $243K | Hold |
1,553
| – | – | 0.16% | 82 |
|
|
2018
Q1 | $243K | Hold |
1,553
| – | – | 0.21% | 82 |
|
|
2017
Q4 | $267K | Hold |
1,553
| – | – | 0.16% | 71 |
|
|
2017
Q3 | $243K | Sell |
1,553
-194
| -11% | -$30.4K | 0.15% | 70 |
|
|
2017
Q2 | $268K | Buy |
1,747
+1
| +0.1% | +$153 | 0.15% | 62 |
|
|
2017
Q1 | $226K | Buy |
1,746
+1
| +0.1% | +$129 | 0.14% | 75 |
|
|
2016
Q4 | $212K | Buy |
+1,745
| New | +$212K | 0.23% | 73 |
|
|
2015
Q4 | – | Sell |
-753
| Closed | -$74K | – | 52 |
|
|
2015
Q3 | $74K | Buy |
+753
| New | +$74K | 0.06% | 27 |
|
|
2014
Q4 | – | Sell |
-3
| Closed | – | – | 51 |
|
|
2014
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 118 |
|