FFSOTS
Fiduciary Financial Services of The Southwest’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-29,602
| Closed | -$2.88M | – | 166 |
|
2015
Q1 | $2.88M | Sell |
29,602
-170
| -0.6% | -$16.6K | 0.85% | 38 |
|
2014
Q4 | $2.79M | Sell |
29,772
-311
| -1% | -$29.1K | 0.8% | 42 |
|
2014
Q3 | $2.85M | Sell |
30,083
-633
| -2% | -$60K | 0.81% | 41 |
|
2014
Q2 | $3.09M | Sell |
30,716
-145
| -0.5% | -$14.6K | 0.87% | 38 |
|
2014
Q1 | $3.03M | Sell |
30,861
-150
| -0.5% | -$14.7K | 0.91% | 35 |
|
2013
Q4 | $3.01M | Sell |
31,011
-555
| -2% | -$53.9K | 0.95% | 33 |
|
2013
Q3 | $3.04M | Sell |
31,566
-575
| -2% | -$55.3K | 1% | 31 |
|
2013
Q2 | $3.18M | Buy |
+32,141
| New | +$3.18M | 1.06% | 30 |
|