Bellwether Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $388K | Buy |
2,255
+20
| +0.9% | +$3.44K | 1.56% | 20 |
|
|
2017
Q3 | $350K | Sell |
2,235
-230
| -9% | -$36K | 1.65% | 20 |
|
|
2017
Q2 | $378K | Sell |
2,465
-369
| -13% | -$56.6K | 1.75% | 22 |
|
|
2017
Q1 | $367K | Sell |
2,834
-382
| -12% | -$49.5K | 0.97% | 20 |
|
|
2016
Q4 | $391K | Buy |
+3,216
| New | +$391K | 0.35% | 80 |
|
|
2016
Q2 | $51K | Buy |
+427
| New | +$51K | 0.06% | 242 |
|