Bourgeon Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-29
| Closed | -$5K | – | 310 |
|
|
2020
Q2 | $5K | Hold |
29
| – | – | ﹤0.01% | 221 |
|
|
2020
Q1 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 215 |
|
|
2015
Q1 | – | Sell |
-3,600
| Closed | -$337K | – | 109 |
|
|
2014
Q4 | $337K | Hold |
3,600
| – | – | 0.21% | 86 |
|
|
2014
Q3 | $341K | Sell |
3,600
-47
| -1% | -$4.45K | 0.2% | 85 |
|
|
2014
Q2 | $367K | Buy |
+3,647
| New | +$367K | 0.2% | 86 |
|