Biegel & Waller’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $365K | Buy |
1,698
+87
| +5% | +$18.7K | 0.2% | 47 |
|
2019
Q2 | $335K | Buy |
1,611
+2
| +0.1% | +$416 | 0.17% | 55 |
|
2019
Q1 | $306K | Buy |
1,609
+56
| +4% | +$10.7K | 0.16% | 56 |
|
2018
Q4 | $276K | Buy |
1,553
+1
| +0.1% | +$178 | 0.16% | 55 |
|
2018
Q3 | $260K | Buy |
1,552
+206
| +15% | +$34.5K | 0.15% | 61 |
|
2018
Q2 | $211K | Hold |
1,346
| – | – | 0.13% | 65 |
|
2018
Q1 | $210K | Buy |
1,346
+22
| +2% | +$3.43K | 0.13% | 50 |
|
2017
Q4 | $228K | Hold |
1,324
| – | – | 0.13% | 50 |
|
2017
Q3 | $207K | Hold |
1,324
| – | – | 0.13% | 48 |
|
2017
Q2 | $203K | Buy |
+1,324
| New | +$203K | 0.12% | 51 |
|