American Economic Planning Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $305K | Sell |
1,437
-53
| -4% | -$11.2K | 0.08% | 65 |
|
|
2019
Q2 | $309K | Sell |
1,490
-14
| -0.9% | -$2.9K | 0.09% | 61 |
|
|
2019
Q1 | $286K | Buy |
1,504
+22
| +1% | +$4.18K | 0.09% | 69 |
|
|
2018
Q4 | $263K | Hold |
1,482
| – | – | 0.09% | 63 |
|
|
2018
Q3 | $248K | Sell |
1,482
-13
| -0.9% | -$2.18K | 0.09% | 62 |
|
|
2018
Q2 | $234K | Buy |
1,495
+6
| +0.4% | +$939 | 0.09% | 66 |
|
|
2018
Q1 | $233K | Buy |
1,489
+1
| +0.1% | +$156 | 0.09% | 78 |
|
|
2017
Q4 | $256K | Sell |
1,488
-11
| -0.7% | -$1.89K | 0.09% | 70 |
|
|
2017
Q3 | $235K | Buy |
+1,499
| New | +$235K | 0.09% | 67 |
|
|
2016
Q2 | – | Sell |
-1,765
| Closed | -$222K | – | 63 |
|
|
2016
Q1 | $222K | Buy |
+1,765
| New | +$222K | 0.09% | 49 |
|
|
2015
Q2 | – | Sell |
-2,068
| Closed | -$202K | – | 45 |
|
|
2015
Q1 | $202K | Buy |
+2,068
| New | +$202K | 0.08% | 42 |
|