AWS
Aris Wealth Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $42K | Sell |
424
-651
| -61% | -$64.5K | 0.09% | 97 |
|
|
2015
Q2 | $102K | Sell |
1,075
-55
| -5% | -$5.22K | 0.09% | 145 |
|
|
2015
Q1 | $110K | Buy |
+1,130
| New | +$110K | 0.1% | 136 |
|
|
2014
Q3 | – | Sell |
-2,074
| Closed | -$209K | – | 104 |
|
|
2014
Q2 | $209K | Sell |
2,074
-54
| -3% | -$5.44K | 0.27% | 97 |
|
|
2014
Q1 | $209K | Buy |
+2,128
| New | +$209K | 0.31% | 83 |
|