Catamount Wealth Management’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 | $190K | Sell |
1,000
-124
| -11% | -$23.6K | 0.11% | 50 |
|
|
2018
Q4 | $201K | Buy |
1,124
+24
| +2% | +$4.29K | 0.14% | 38 |
|
|
2018
Q3 | $184K | Hold |
1,100
| – | – | 0.09% | 48 |
|
|
2018
Q2 | $175K | Buy |
1,100
+32
| +3% | +$5.09K | 0.08% | 45 |
|
|
2018
Q1 | $167K | Buy |
1,068
+1
| +0.1% | +$156 | 0.09% | 41 |
|
|
2017
Q4 | $184K | Hold |
1,067
| – | – | 0.1% | 41 |
|
|
2017
Q3 | $167K | Buy |
1,067
+1
| +0.1% | +$157 | 0.1% | 39 |
|
|
2017
Q2 | $163K | Hold |
1,066
| – | – | 0.1% | 44 |
|
|
2017
Q1 | $138K | Hold |
1,066
| – | – | 0.09% | 46 |
|
|
2016
Q4 | $130K | Buy |
1,066
+66
| +7% | +$8.05K | 0.11% | 44 |
|
|
2016
Q3 | $114K | Buy |
+1,000
| New | +$114K | 0.1% | 44 |
|