Caldwell & Orkin’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 | $3.42M | Buy |
21,805
+12,905
| +145% | +$2.02M | 3.48% | 5 |
|
|
2017
Q2 | $1.36M | Buy |
+8,900
| New | +$1.36M | 1.69% | 19 |
|
|
2016
Q3 | – | Sell |
-17,195
| Closed | -$2.07M | – | 72 |
|
|
2016
Q2 | $2.07M | Sell |
17,195
-23,505
| -58% | -$2.83M | 0.9% | 44 |
|
|
2016
Q1 | $5.12M | Hold |
40,700
| – | – | 2.07% | 15 |
|
|
2015
Q4 | $4.81M | Buy |
+40,700
| New | +$4.81M | 1.76% | 14 |
|