Beacon Trust’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $285K | Sell |
2,230
-270
| -11% | -$34.5K | 0.04% | 155 |
|
|
2016
Q4 | $304K | Sell |
2,500
-925
| -27% | -$112K | 0.05% | 155 |
|
|
2016
Q3 | $396K | Sell |
3,425
-1,191
| -26% | -$138K | 0.07% | 133 |
|
|
2016
Q2 | $556K | Sell |
4,616
-11
| -0.2% | -$1.33K | 0.09% | 122 |
|
|
2016
Q1 | $582K | Sell |
4,627
-269
| -5% | -$33.8K | 0.1% | 115 |
|
|
2015
Q4 | $578K | Sell |
4,896
-437
| -8% | -$51.6K | 0.1% | 118 |
|
|
2015
Q3 | $525K | Sell |
5,333
-82
| -2% | -$8.07K | 0.09% | 123 |
|
|
2015
Q2 | $515K | Sell |
5,415
-6,900
| -56% | -$656K | 0.08% | 126 |
|
|
2015
Q1 | $1.2M | Sell |
12,315
-182
| -1% | -$17.7K | 0.18% | 100 |
|
|
2014
Q4 | $1.17M | Buy |
12,497
+8,308
| +198% | +$778K | 0.18% | 102 |
|
|
2014
Q3 | $397K | Sell |
4,189
-391
| -9% | -$37.1K | 0.07% | 142 |
|
|
2014
Q2 | $461K | Sell |
4,580
-358
| -7% | -$36K | 0.08% | 134 |
|
|
2014
Q1 | $484K | Sell |
4,938
-210
| -4% | -$20.6K | 0.08% | 131 |
|
|
2013
Q4 | $500K | Sell |
5,148
-2,369
| -32% | -$230K | 0.09% | 127 |
|
|
2013
Q3 | $723K | Sell |
7,517
-20,095
| -73% | -$1.93M | 0.13% | 102 |
|
|
2013
Q2 | $2.73M | Buy |
+27,612
| New | +$2.73M | 0.52% | 69 |
|