CWA
Cypress Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,378
| Closed | -$308K | – | 134 |
|
|
2017
Q1 | $308K | Sell |
2,378
-8
| -0.3% | -$1.04K | 0.14% | 138 |
|
|
2016
Q4 | $290K | Sell |
2,386
-943
| -28% | -$115K | 0.13% | 142 |
|
|
2016
Q3 | $384K | Buy |
3,329
+53
| +2% | +$6.11K | 0.17% | 115 |
|
|
2016
Q2 | $394K | Buy |
3,276
+25
| +0.8% | +$3.01K | 0.19% | 107 |
|
|
2016
Q1 | $409K | Buy |
3,251
+237
| +8% | +$29.8K | 0.19% | 111 |
|
|
2015
Q4 | $356K | Buy |
3,014
+56
| +2% | +$6.61K | 0.18% | 111 |
|
|
2015
Q3 | $291K | Buy |
+2,958
| New | +$291K | 0.16% | 128 |
|