Essex Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-50
| Closed | -$12K | – | 430 |
|
|
2021
Q2 | $12K | Hold |
50
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 438 |
|
|
2020
Q3 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 437 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | -$4K | – | 497 |
|
|
2018
Q4 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 458 |
|
|
2013
Q4 | – | Sell |
-4,679
| Closed | -$450K | – | 374 |
|
|
2013
Q3 | $450K | Sell |
4,679
-10
| -0.2% | -$962 | 0.07% | 266 |
|
|
2013
Q2 | $464K | Buy |
+4,689
| New | +$464K | 0.08% | 229 |
|