Beacon Capital Management Inc (Ohio)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 86 |
|
|
2020
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 94 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 63 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 76 |
|
|
2018
Q2 | – | Sell |
-21
| Closed | -$3K | – | 88 |
|
|
2018
Q1 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 63 |
|
|
2016
Q4 | – | Sell |
-140
| Closed | -$16K | – | 85 |
|
|
2016
Q3 | $16K | Sell |
140
-905
| -87% | -$103K | ﹤0.01% | 65 |
|
|
2016
Q2 | $126K | Sell |
1,045
-465
| -31% | -$56.1K | 0.01% | 39 |
|
|
2016
Q1 | $190K | Sell |
1,510
-250
| -14% | -$31.5K | 0.01% | 36 |
|
|
2015
Q4 | $208K | Sell |
1,760
-510
| -22% | -$60.3K | 0.01% | 38 |
|
|
2015
Q3 | $224K | Sell |
2,270
-250
| -10% | -$24.7K | 0.02% | 32 |
|
|
2015
Q2 | $240K | Sell |
2,520
-454
| -15% | -$43.2K | 0.02% | 44 |
|
|
2015
Q1 | $290K | Hold |
2,974
| – | – | 0.03% | 45 |
|
|
2014
Q4 | $279K | Sell |
2,974
-457
| -13% | -$42.9K | 0.03% | 46 |
|
|
2014
Q3 | $325K | Hold |
3,431
| – | – | 0.05% | 42 |
|
|
2014
Q2 | $346K | Sell |
3,431
-294
| -8% | -$29.6K | 0.06% | 43 |
|
|
2014
Q1 | $365K | Sell |
3,725
-371
| -9% | -$36.4K | 0.09% | 43 |
|
|
2013
Q4 | $397K | Buy |
+4,096
| New | +$397K | 0.12% | 41 |
|