Carnick & Kubik’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $51K | Buy |
+405
| New | +$51K | 0.02% | 666 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$39.4K | – | 229 |
|
|
2015
Q3 | $39.4K | Buy |
+400
| New | +$39.4K | 0.03% | 217 |
|
|
2014
Q3 | – | Sell |
-4,425
| Closed | -$446K | – | 126 |
|
|
2014
Q2 | $446K | Buy |
4,425
+225
| +5% | +$22.7K | 0.44% | 91 |
|
|
2014
Q1 | $412K | Sell |
4,200
-3,885
| -48% | -$381K | 0.39% | 104 |
|
|
2013
Q4 | $784K | Sell |
8,085
-318
| -4% | -$30.9K | 0.71% | 45 |
|
|
2013
Q3 | $808K | Sell |
8,403
-5,110
| -38% | -$491K | 1.24% | 27 |
|
|
2013
Q2 | $1.34M | Buy |
+13,513
| New | +$1.34M | 1.65% | 14 |
|