Bristol 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 | – | Sell |
-4,300
| Closed | -$764K | – | 54 |
|
|
2018
Q4 | $764K | Buy |
+4,300
| New | +$764K | 0.92% | 19 |
|
|
2018
Q1 | – | Sell |
-9,300
| Closed | -$1.6M | – | 60 |
|
|
2017
Q4 | $1.6M | Buy |
9,300
+1,500
| +19% | +$258K | 1% | 24 |
|
|
2017
Q3 | $1.22M | Sell |
7,800
-15,600
| -67% | -$2.44M | 1.23% | 21 |
|
|
2017
Q2 | $3.58M | Sell |
23,400
-8,000
| -25% | -$1.23M | 2.39% | 5 |
|
|
2017
Q1 | $4.07M | Buy |
31,400
+25,600
| +441% | +$3.32M | 4.62% | 4 |
|
|
2016
Q4 | $706K | Buy |
+5,800
| New | +$706K | 0.71% | 28 |
|