CWA
Constellation Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-49,984
| Closed | -$4.87M | – | 179 |
|
|
2015
Q1 | $4.87M | Sell |
49,984
-384
| -0.8% | -$37.4K | 0.43% | 56 |
|
|
2014
Q4 | $4.72M | Buy |
50,368
+900
| +2% | +$84.3K | 0.39% | 53 |
|
|
2014
Q3 | $4.69M | Buy |
49,468
+506
| +1% | +$48K | 0.43% | 51 |
|
|
2014
Q2 | $4.93M | Buy |
48,962
+1,465
| +3% | +$148K | 0.55% | 47 |
|
|
2014
Q1 | $4.66M | Buy |
47,497
+1,848
| +4% | +$181K | 0.45% | 65 |
|
|
2013
Q4 | $4.43M | Sell |
45,649
-6,824
| -13% | -$662K | 0.43% | 61 |
|
|
2013
Q3 | $5.05M | Buy |
52,473
+1,787
| +4% | +$172K | 0.57% | 47 |
|
|
2013
Q2 | $5.02M | Buy |
+50,686
| New | +$5.02M | 0.6% | 41 |
|