Cornerstone Financial Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $363K | Buy |
+2,115
| New | +$363K | 0.12% | 107 |
|
2017
Q1 | – | Sell |
-2,031
| Closed | -$245K | – | 163 |
|
2016
Q4 | $245K | Sell |
2,031
-354
| -15% | -$42.7K | 0.08% | 142 |
|
2016
Q3 | $279K | Sell |
2,385
-12,675
| -84% | -$1.48M | 0.1% | 121 |
|
2016
Q2 | $1.81M | Buy |
15,060
+3,542
| +31% | +$425K | 0.64% | 42 |
|
2016
Q1 | $1.45M | Buy |
+11,518
| New | +$1.45M | 0.56% | 52 |
|