Garcia Hamilton & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-2,292
| Closed | -$351K | – | 63 |
|
2017
Q2 | $351K | Sell |
2,292
-5,064
| -69% | -$776K | 0.49% | 58 |
|
2017
Q1 | $1.03M | Sell |
7,356
-6,347
| -46% | -$888K | 0.91% | 41 |
|
2016
Q4 | $1.67M | Sell |
13,703
-710
| -5% | -$86.4K | 0.97% | 47 |
|
2016
Q3 | $1.66M | Buy |
14,413
+146
| +1% | +$16.8K | 0.98% | 45 |
|
2016
Q2 | $1.72M | Buy |
14,267
+7,164
| +101% | +$862K | 1.03% | 40 |
|
2016
Q1 | $893K | Buy |
+7,103
| New | +$893K | 0.52% | 63 |
|