BKS Advisors’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 | $1.14M | Hold |
6,020
| – | – | 0.46% | 64 |
|
2018
Q4 | $1.07M | Sell |
6,020
-11
| -0.2% | -$1.95K | 0.49% | 54 |
|
2018
Q3 | $1.01M | Hold |
6,031
| – | – | 0.37% | 73 |
|
2018
Q2 | $945K | Sell |
6,031
-1
| -0% | -$157 | 0.33% | 77 |
|
2018
Q1 | $943K | Buy |
6,032
+2
| +0% | +$313 | 0.34% | 75 |
|
2017
Q4 | $1.04M | Sell |
6,030
-142
| -2% | -$24.4K | 0.38% | 72 |
|
2017
Q3 | $967K | Buy |
6,172
+42
| +0.7% | +$6.58K | 0.38% | 69 |
|
2017
Q2 | $939K | Sell |
6,130
-233
| -4% | -$35.7K | 0.38% | 75 |
|
2017
Q1 | $825K | Buy |
6,363
+121
| +2% | +$15.7K | 0.36% | 77 |
|
2016
Q4 | $760K | Buy |
6,242
+6
| +0.1% | +$731 | 0.36% | 77 |
|
2016
Q3 | $719K | Buy |
6,236
+14
| +0.2% | +$1.61K | 0.33% | 76 |
|
2016
Q2 | $749K | Buy |
6,222
+59
| +1% | +$7.1K | 0.39% | 73 |
|
2016
Q1 | $775K | Buy |
6,163
+108
| +2% | +$13.6K | 0.4% | 71 |
|
2015
Q4 | $715K | Buy |
6,055
+71
| +1% | +$8.38K | 0.37% | 71 |
|
2015
Q3 | $590K | Sell |
5,984
-881
| -13% | -$86.9K | 0.33% | 69 |
|
2015
Q2 | $653K | Buy |
6,865
+101
| +1% | +$9.61K | 0.31% | 68 |
|
2015
Q1 | $659K | Buy |
+6,764
| New | +$659K | 0.31% | 66 |
|