Fortis Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-47,626
| Closed | -$7.88M | – | 262 |
|
2020
Q1 | $7.88M | Buy |
47,626
+265
| +0.6% | +$43.8K | 5.28% | 4 |
|
2019
Q4 | $9.36M | Buy |
47,361
+7
| +0% | +$1.38K | 5.66% | 3 |
|
2019
Q3 | $10.2M | Buy |
47,354
+269
| +0.6% | +$57.8K | 4.78% | 4 |
|
2019
Q2 | $9.78M | Buy |
47,085
+11
| +0% | +$2.28K | 4.75% | 4 |
|
2019
Q1 | $8.94M | Sell |
47,074
-14
| -0% | -$2.66K | 4.69% | 4 |
|
2018
Q4 | $8.36M | Buy |
47,088
+12
| +0% | +$2.13K | 5.07% | 4 |
|
2018
Q3 | $7.88M | Sell |
47,076
-37
| -0.1% | -$6.19K | 4.42% | 4 |
|
2018
Q2 | $7.38M | Buy |
47,113
+12
| +0% | +$1.88K | 4.24% | 5 |
|
2018
Q1 | $7.36M | Buy |
47,101
+12
| +0% | +$1.88K | 4.06% | 5 |
|
2017
Q4 | $8.11M | Sell |
47,089
-39
| -0.1% | -$6.71K | 4.97% | 3 |
|
2017
Q3 | $7.38M | Buy |
47,128
+12
| +0% | +$1.88K | 5.12% | 4 |
|
2017
Q2 | $7.22M | Buy |
47,116
+12
| +0% | +$1.84K | 5.61% | 4 |
|
2017
Q1 | $6.11M | Buy |
+47,104
| New | +$6.11M | 5.54% | 2 |
|