CAZ Investments’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 |
-5,810
| Closed | -$1.03M | – | 32 |
|
|
2018
Q4 | $1.03M | Hold |
5,810
| – | – | 3.01% | 3 |
|
|
2018
Q3 | $972K | Hold |
5,810
| – | – | 2.65% | 7 |
|
|
2018
Q2 | $910K | Hold |
5,810
| – | – | 2.5% | 7 |
|
|
2018
Q1 | $909K | Hold |
5,810
| – | – | 1.75% | 7 |
|
|
2017
Q4 | $1M | Hold |
5,810
| – | – | 2.24% | 6 |
|
|
2017
Q3 | $910K | Sell |
5,810
-5,610
| -49% | -$879K | 1.11% | 6 |
|
|
2017
Q2 | $1.75M | Sell |
11,420
-2,210
| -16% | -$338K | 1.41% | 5 |
|
|
2017
Q1 | $1.77M | Hold |
13,630
| – | – | 1.37% | 4 |
|
|
2016
Q4 | $1.66M | Hold |
13,630
| – | – | 1.95% | 5 |
|
|
2016
Q3 | $1.57M | Buy |
13,630
+1,590
| +13% | +$183K | 1.18% | 7 |
|
|
2016
Q2 | $1.45M | Hold |
12,040
| – | – | 1.54% | 11 |
|
|
2016
Q1 | $1.51M | Sell |
12,040
-2,570
| -18% | -$323K | 2.29% | 9 |
|
|
2015
Q4 | $1.73M | Buy |
14,610
+210
| +1% | +$24.8K | 2.41% | 5 |
|
|
2015
Q3 | $1.42M | Sell |
14,400
-1,307
| -8% | -$129K | 1.14% | 4 |
|
|
2015
Q2 | $1.49M | Buy |
+15,707
| New | +$1.49M | 0.78% | 19 |
|