Asset Planning Services (Pennsylvania)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-466
| Closed | -$100K | – | 184 |
|
|
2019
Q3 | $100K | Buy |
466
+3
| +0.6% | +$644 | 0.04% | 101 |
|
|
2019
Q2 | $96K | Buy |
463
+3
| +0.7% | +$622 | 0.04% | 102 |
|
|
2019
Q1 | $87K | Buy |
460
+3
| +0.7% | +$567 | 0.04% | 104 |
|
|
2018
Q4 | $81K | Buy |
457
+2
| +0.4% | +$354 | 0.04% | 103 |
|
|
2018
Q3 | $84K | Buy |
455
+3
| +0.7% | +$554 | 0.04% | 104 |
|
|
2018
Q2 | $71K | Buy |
452
+3
| +0.7% | +$471 | 0.03% | 108 |
|
|
2018
Q1 | $70K | Buy |
449
+3
| +0.7% | +$468 | 0.04% | 110 |
|
|
2017
Q4 | $77K | Buy |
446
+2
| +0.5% | +$345 | 0.04% | 113 |
|
|
2017
Q3 | $70K | Buy |
444
+3
| +0.7% | +$473 | 0.04% | 122 |
|
|
2017
Q2 | $68K | Buy |
441
+3
| +0.7% | +$463 | 0.04% | 120 |
|
|
2017
Q1 | $57K | Buy |
+438
| New | +$57K | 0.04% | 136 |
|