Dynamic Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,499
| Closed | -$705K | – | 154 |
|
|
2018
Q2 | $705K | Buy |
+4,499
| New | +$705K | 1.13% | 25 |
|
|
2018
Q1 | – | Sell |
-4,301
| Closed | -$740K | – | 182 |
|
|
2017
Q4 | $740K | Sell |
4,301
-3,471
| -45% | -$597K | 0.25% | 101 |
|
|
2017
Q3 | $1.22M | Buy |
+7,772
| New | +$1.22M | 0.35% | 76 |
|
|
2016
Q3 | – | Sell |
-10,083
| Closed | -$1.21M | – | 426 |
|
|
2016
Q2 | $1.21M | Buy |
+10,083
| New | +$1.21M | 0.14% | 237 |
|
|
2014
Q1 | – | Sell |
-16,302
| Closed | -$1.58M | – | 469 |
|
|
2013
Q4 | $1.58M | Buy |
16,302
+11,402
| +233% | +$1.11M | 0.3% | 105 |
|
|
2013
Q3 | $471K | Buy |
+4,900
| New | +$471K | 0.11% | 306 |
|