CT Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $329K | Sell |
2,536
-136
| -5% | -$17.6K | 0.2% | 110 |
|
|
2016
Q4 | $325K | Sell |
2,672
-17,657
| -87% | -$2.15M | 0.21% | 106 |
|
|
2016
Q3 | $2.35M | Buy |
20,329
+135
| +0.7% | +$15.6K | 1.43% | 18 |
|
|
2016
Q2 | $2.43M | Sell |
20,194
-2,438
| -11% | -$293K | 1.5% | 16 |
|
|
2016
Q1 | $2.84M | Buy |
22,632
+129
| +0.6% | +$16.2K | 1.6% | 12 |
|
|
2015
Q4 | $2.66M | Buy |
22,503
+270
| +1% | +$31.9K | 1.53% | 14 |
|
|
2015
Q3 | $2.19M | Buy |
22,233
+3,980
| +22% | +$392K | 1.37% | 17 |
|
|
2015
Q2 | $1.74M | Buy |
18,253
+150
| +0.8% | +$14.3K | 0.99% | 29 |
|
|
2015
Q1 | $1.76M | Buy |
18,103
+149
| +0.8% | +$14.5K | 0.98% | 30 |
|
|
2014
Q4 | $1.68M | Buy |
+17,954
| New | +$1.68M | 1.27% | 23 |
|
|
2014
Q1 | $1.76M | Buy |
+18,103
| New | +$1.76M | 0.98% | 30 |
|