Boulegeris Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,145
| Closed | -$963K | – | 26 |
|
|
2018
Q2 | $963K | Buy |
6,145
+317
| +5% | +$49.7K | 0.48% | 35 |
|
|
2018
Q1 | $911K | Buy |
5,828
+1,555
| +36% | +$243K | 0.5% | 34 |
|
|
2017
Q4 | $735K | Buy |
4,273
+150
| +4% | +$25.8K | 0.38% | 37 |
|
|
2017
Q3 | $646K | Buy |
4,123
+50
| +1% | +$7.83K | 0.36% | 38 |
|
|
2017
Q2 | $624K | Sell |
4,073
-150
| -4% | -$23K | 0.35% | 34 |
|
|
2017
Q1 | $547K | Sell |
4,223
-1,535
| -27% | -$199K | 0.33% | 35 |
|
|
2016
Q4 | $701K | Sell |
5,758
-1,060
| -16% | -$129K | 0.43% | 33 |
|
|
2016
Q3 | $787K | Sell |
6,818
-70
| -1% | -$8.08K | 0.5% | 34 |
|
|
2016
Q2 | $829K | Buy |
6,888
+1,368
| +25% | +$165K | 0.56% | 31 |
|
|
2016
Q1 | $694K | Buy |
+5,520
| New | +$694K | 0.49% | 33 |
|