ARS Investment Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,604
| Closed | -$1.66M | – | 141 |
|
|
2018
Q1 | $1.66M | Buy |
10,604
+778
| +8% | +$122K | 0.2% | 77 |
|
|
2017
Q4 | $1.69M | Buy |
9,826
+12
| +0.1% | +$2.07K | 0.2% | 80 |
|
|
2017
Q3 | $1.54M | Buy |
9,814
+1,956
| +25% | +$307K | 0.2% | 85 |
|
|
2017
Q2 | $1.2M | Sell |
7,858
-13
| -0.2% | -$1.99K | 0.17% | 98 |
|
|
2017
Q1 | $1.02M | Buy |
7,871
+538
| +7% | +$69.7K | 0.15% | 100 |
|
|
2016
Q4 | $893K | Buy |
+7,333
| New | +$893K | 0.14% | 101 |
|