EWM
Elite Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,100
| Closed | -$228K | – | 26 |
|
|
2019
Q2 | $228K | Hold |
1,100
| – | – | 0.31% | 24 |
|
|
2019
Q1 | $209K | Buy |
+1,100
| New | +$209K | 0.39% | 28 |
|
|
2016
Q3 | $13K | Buy |
+109
| New | +$13K | 0.02% | 97 |
|
|
2015
Q2 | – | Sell |
-11,233
| Closed | -$1.09M | – | 67 |
|
|
2015
Q1 | $1.09M | Buy |
+11,233
| New | +$1.09M | 0.97% | 39 |
|
|
2014
Q4 | – | Sell |
-679
| Closed | -$64K | – | 308 |
|
|
2014
Q3 | $64K | Hold |
679
| – | – | 0.06% | 102 |
|
|
2014
Q2 | $68K | Hold |
679
| – | – | 0.07% | 96 |
|
|
2014
Q1 | $67K | Sell |
679
-1,639
| -71% | -$162K | 0.05% | 105 |
|
|
2013
Q4 | $225K | Sell |
2,318
-8,250
| -78% | -$801K | 0.16% | 71 |
|
|
2013
Q3 | $1.02M | Buy |
10,568
+854
| +9% | +$82.2K | 0.9% | 19 |
|
|
2013
Q2 | $962K | Buy |
+9,714
| New | +$962K | 1.41% | 10 |
|