Financial & Investment Management Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,576
| Closed | -$766K | – | 131 |
|
|
2018
Q3 | $766K | Buy |
4,576
+40
| +0.9% | +$6.7K | 0.25% | 65 |
|
|
2018
Q2 | $711K | Hold |
4,536
| – | – | 0.22% | 66 |
|
|
2018
Q1 | $709K | Buy |
4,536
+200
| +5% | +$31.3K | 0.23% | 65 |
|
|
2017
Q4 | $746K | Hold |
4,336
| – | – | 0.26% | 54 |
|
|
2017
Q3 | $679K | Hold |
4,336
| – | – | 0.22% | 58 |
|
|
2017
Q2 | $664K | Buy |
+4,336
| New | +$664K | 0.24% | 54 |
|