Bridgewater Wealth & Financial Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,457
| Closed | -$683K | – | 77 |
|
|
2017
Q2 | $683K | Buy |
4,457
+317
| +8% | +$48.6K | 0.23% | 54 |
|
|
2017
Q1 | $537K | Buy |
4,140
+198
| +5% | +$25.7K | 0.2% | 58 |
|
|
2016
Q4 | $480K | Buy |
3,942
+25
| +0.6% | +$3.04K | 0.18% | 63 |
|
|
2016
Q3 | $452K | Buy |
3,917
+227
| +6% | +$26.2K | 0.17% | 64 |
|
|
2016
Q2 | $444K | Sell |
3,690
-229
| -6% | -$27.6K | 0.16% | 63 |
|
|
2016
Q1 | $493K | Buy |
3,919
+234
| +6% | +$29.4K | 0.18% | 64 |
|
|
2015
Q4 | $435K | Sell |
3,685
-20
| -0.5% | -$2.36K | 0.17% | 57 |
|
|
2015
Q3 | $365K | Buy |
3,705
+950
| +34% | +$93.6K | 0.15% | 61 |
|
|
2015
Q2 | $262K | Sell |
2,755
-4
| -0.1% | -$380 | 0.11% | 66 |
|
|
2015
Q1 | $269K | Sell |
2,759
-2,827
| -51% | -$276K | 0.11% | 64 |
|
|
2014
Q4 | $523K | Buy |
+5,586
| New | +$523K | 0.21% | 62 |
|