Aspiriant Holdings S3’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,791
| Closed | -$669K | – | 109 |
|
|
2015
Q3 | $669K | Buy |
6,791
+171
| +3% | +$16.8K | 0.31% | 75 |
|
|
2015
Q2 | $629K | Sell |
6,620
-1,752
| -21% | -$166K | 0.25% | 82 |
|
|
2015
Q1 | $816K | Buy |
8,372
+1,620
| +24% | +$158K | 0.32% | 76 |
|
|
2014
Q4 | $633K | Sell |
6,752
-1,115
| -14% | -$105K | 0.26% | 84 |
|
|
2014
Q3 | $746K | Sell |
7,867
-535
| -6% | -$50.7K | 0.3% | 75 |
|
|
2014
Q2 | $846K | Buy |
8,402
+97
| +1% | +$9.77K | 0.34% | 73 |
|
|
2014
Q1 | $814K | Sell |
8,305
-31,043
| -79% | -$3.04M | 0.34% | 75 |
|
|
2013
Q4 | $3.82M | Sell |
39,348
-710
| -2% | -$68.9K | 1.5% | 30 |
|
|
2013
Q3 | $3.85M | Buy |
40,058
+1,823
| +5% | +$175K | 1.63% | 24 |
|
|
2013
Q2 | $3.79M | Buy |
+38,235
| New | +$3.79M | 1.71% | 23 |
|