Cobiz Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $208K | Sell |
1,000
-400
| -29% | -$83.2K | 0.04% | 111 |
|
|
2019
Q1 | $266K | Sell |
1,400
-25
| -2% | -$4.75K | 0.05% | 102 |
|
|
2018
Q4 | $253K | Buy |
1,425
+25
| +2% | +$4.44K | 0.06% | 111 |
|
|
2018
Q3 | $234K | Buy |
+1,400
| New | +$234K | 0.04% | 121 |
|
|
2013
Q3 | – | Sell |
-1,097
| Closed | -$109K | – | 262 |
|
|
2013
Q2 | $109K | Buy |
+1,097
| New | +$109K | 0.03% | 128 |
|