Gary Goldberg Planning Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2M | Sell |
21,367
-437
| -2% | -$40.9K | 0.84% | 32 |
|
|
2014
Q3 | $2.07M | Buy |
21,804
+1,016
| +5% | +$96.3K | 0.86% | 32 |
|
|
2014
Q2 | $2.09M | Buy |
20,788
+3,377
| +19% | +$340K | 0.92% | 29 |
|
|
2014
Q1 | $1.71M | Buy |
17,411
+696
| +4% | +$68.2K | 0.83% | 34 |
|
|
2013
Q4 | $1.62M | Sell |
16,715
-2,044
| -11% | -$198K | 0.94% | 32 |
|
|
2013
Q3 | $1.81M | Sell |
18,759
-3,265
| -15% | -$314K | 1.1% | 26 |
|
|
2013
Q2 | $2.18M | Buy |
+22,024
| New | +$2.18M | 1.39% | 23 |
|