Aviance Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $807K | Sell |
4,251
-1,077
| -20% | -$204K | 0.12% | 114 |
|
|
2018
Q4 | $946K | Buy |
+5,328
| New | +$946K | 0.13% | 96 |
|
|
2018
Q3 | – | Sell |
-16
| Closed | -$3K | – | 225 |
|
|
2018
Q2 | $3K | Sell |
16
-1,282
| -99% | -$240K | ﹤0.01% | 190 |
|
|
2018
Q1 | $203K | Sell |
1,298
-10,827
| -89% | -$1.69M | 0.02% | 182 |
|
|
2017
Q4 | $2.09M | Sell |
12,125
-1,004
| -8% | -$173K | 0.15% | 87 |
|
|
2017
Q3 | $2.06M | Buy |
13,129
+3,980
| +44% | +$624K | 0.14% | 91 |
|
|
2017
Q2 | $1.4M | Buy |
9,149
+750
| +9% | +$115K | 0.09% | 115 |
|
|
2017
Q1 | $1.09M | Buy |
+8,399
| New | +$1.09M | 0.06% | 123 |
|
|
2016
Q4 | – | Sell |
-224,022
| Closed | -$25.8M | – | 270 |
|
|
2016
Q3 | $25.8M | Buy |
224,022
+22,358
| +11% | +$2.58M | 0.72% | 41 |
|
|
2016
Q2 | $24.3M | Buy |
201,664
+50,231
| +33% | +$6.04M | 0.73% | 40 |
|
|
2016
Q1 | $19M | Buy |
151,433
+17,507
| +13% | +$2.2M | 0.63% | 47 |
|
|
2015
Q4 | $15.8M | Buy |
133,926
+19,674
| +17% | +$2.32M | 0.52% | 54 |
|
|
2015
Q3 | $11.3M | Buy |
+114,252
| New | +$11.3M | 0.39% | 68 |
|
|
2015
Q2 | – | Sell |
-95,767
| Closed | -$9.33M | – | 163 |
|
|
2015
Q1 | $9.33M | Buy |
95,767
+23,935
| +33% | +$2.33M | 0.35% | 61 |
|
|
2014
Q4 | $6.73M | Buy |
71,832
+15,028
| +26% | +$1.41M | 0.24% | 75 |
|
|
2014
Q3 | $5.39M | Buy |
56,804
+22,694
| +67% | +$2.15M | 0.22% | 75 |
|
|
2014
Q2 | $3.44M | Buy |
34,110
+15,724
| +86% | +$1.58M | 0.15% | 88 |
|
|
2014
Q1 | $1.8M | Buy |
18,386
+15,000
| +443% | +$1.47M | 0.09% | 109 |
|
|
2013
Q4 | $329K | Sell |
3,386
-2,111
| -38% | -$205K | 0.18% | 100 |
|
|
2013
Q3 | $529K | Sell |
5,497
-17,721
| -76% | -$1.71M | 0.31% | 64 |
|
|
2013
Q2 | $2.3M | Buy |
+23,218
| New | +$2.3M | 1.26% | 16 |
|