Dean Investment Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-14,979
| Closed | -$1.77M | – | 223 |
|
2015
Q4 | $1.77M | Sell |
14,979
-325
| -2% | -$38.4K | 0.39% | 104 |
|
2015
Q3 | $1.51M | Buy |
15,304
+66
| +0.4% | +$6.5K | 0.34% | 111 |
|
2015
Q2 | $1.45M | Buy |
15,238
+11
| +0.1% | +$1.05K | 0.33% | 120 |
|
2015
Q1 | $1.48M | Sell |
15,227
-361
| -2% | -$35.2K | 0.34% | 99 |
|
2014
Q4 | $1.46M | Buy |
15,588
+127
| +0.8% | +$11.9K | 0.34% | 103 |
|
2014
Q3 | $1.47M | Buy |
15,461
+150
| +1% | +$14.2K | 0.36% | 89 |
|
2014
Q2 | $1.54M | Sell |
15,311
-65
| -0.4% | -$6.55K | 0.36% | 91 |
|
2014
Q1 | $1.51M | Buy |
15,376
+1,006
| +7% | +$98.6K | 0.36% | 94 |
|
2013
Q4 | $1.39M | Sell |
14,370
-348
| -2% | -$33.8K | 0.33% | 99 |
|
2013
Q3 | $1.42M | Buy |
14,718
+204
| +1% | +$19.6K | 0.37% | 93 |
|
2013
Q2 | $1.44M | Buy |
+14,514
| New | +$1.44M | 0.41% | 82 |
|