FM
Forward Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,761
| Closed | -$462K | – | 95 |
|
|
2018
Q3 | $462K | Sell |
2,761
-625
| -18% | -$105K | 0.08% | 103 |
|
|
2018
Q2 | $531K | Sell |
3,386
-37
| -1% | -$5.8K | 0.09% | 115 |
|
|
2018
Q1 | $535K | Buy |
3,423
+2,823
| +471% | +$441K | 0.08% | 135 |
|
|
2017
Q4 | $103K | Sell |
600
-100
| -14% | -$17.2K | 0.01% | 186 |
|
|
2017
Q3 | $110K | Buy |
700
+200
| +40% | +$31.4K | 0.01% | 181 |
|
|
2017
Q2 | $77K | Hold |
500
| – | – | 0.01% | 190 |
|
|
2017
Q1 | $65K | Buy |
+500
| New | +$65K | 0.01% | 175 |
|
|
2016
Q3 | – | Sell |
-65
| Closed | -$8K | – | 219 |
|
|
2016
Q2 | $8K | Hold |
65
| – | – | ﹤0.01% | 214 |
|
|
2016
Q1 | $8K | Sell |
65
-72
| -53% | -$8.86K | ﹤0.01% | 240 |
|
|
2015
Q4 | $17K | Sell |
137
-1,800
| -93% | -$223K | ﹤0.01% | 246 |
|
|
2015
Q3 | $190K | Buy |
1,937
+1,800
| +1,314% | +$177K | 0.02% | 239 |
|
|
2015
Q2 | $13K | Sell |
137
-364
| -73% | -$34.5K | ﹤0.01% | 306 |
|
|
2015
Q1 | $48K | Sell |
501
-30,030
| -98% | -$2.88M | ﹤0.01% | 345 |
|
|
2014
Q4 | $2.86M | Sell |
30,531
-440
| -1% | -$41.3K | 0.16% | 92 |
|
|
2014
Q3 | $2.94M | Sell |
30,971
-842
| -3% | -$79.9K | 0.18% | 85 |
|
|
2014
Q2 | $3.2M | Sell |
31,813
-155
| -0.5% | -$15.6K | 0.19% | 73 |
|
|
2014
Q1 | $3.13M | Buy |
31,968
+835
| +3% | +$81.8K | 0.18% | 73 |
|
|
2013
Q4 | $3.02M | Buy |
31,133
+3,265
| +12% | +$317K | 0.18% | 74 |
|
|
2013
Q3 | $2.68M | Buy |
27,868
+777
| +3% | +$74.8K | 0.17% | 77 |
|
|
2013
Q2 | $2.68M | Buy |
+27,091
| New | +$2.68M | 0.22% | 85 |
|