Fieldpoint Private Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-29,555
| Closed | -$2.77M | – | 65 |
|
|
2014
Q4 | $2.77M | Buy |
29,555
+45
| +0.2% | +$4.22K | 1.79% | 30 |
|
|
2014
Q3 | $2.8M | Buy |
29,510
+60
| +0.2% | +$5.69K | 1.81% | 27 |
|
|
2014
Q2 | $2.97M | Buy |
29,450
+150
| +0.5% | +$15.1K | 1.79% | 25 |
|
|
2014
Q1 | $2.87M | Buy |
29,300
+900
| +3% | +$88.2K | 1.7% | 28 |
|
|
2013
Q4 | $2.76M | Buy |
28,400
+520
| +2% | +$50.5K | 1.58% | 28 |
|
|
2013
Q3 | $2.68M | Buy |
+27,880
| New | +$2.68M | 1.64% | 26 |
|