Genovese Burford & Brothers Wealth & Retirement Plan Management’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 |
-1,645
| Closed | -$275K | – | 98 |
|
|
2018
Q3 | $275K | Buy |
1,645
+25
| +2% | +$4.18K | 0.09% | 69 |
|
|
2018
Q2 | $254K | Hold |
1,620
| – | – | 0.09% | 63 |
|
|
2018
Q1 | $253K | Buy |
+1,620
| New | +$253K | 0.09% | 62 |
|
|
2017
Q4 | – | Sell |
-1,931
| Closed | -$302K | – | 369 |
|
|
2017
Q3 | $302K | Sell |
1,931
-17
| -0.9% | -$2.66K | 0.12% | 40 |
|
|
2017
Q2 | $298K | Hold |
1,948
| – | – | 0.12% | 41 |
|
|
2017
Q1 | $253K | Hold |
1,948
| – | – | 0.1% | 46 |
|
|
2016
Q4 | $238K | Hold |
1,948
| – | – | 0.06% | 59 |
|
|
2016
Q3 | $224K | Sell |
1,948
-607
| -24% | -$69.8K | 0.09% | 53 |
|
|
2016
Q2 | $307K | Buy |
2,555
+1,500
| +142% | +$180K | 0.12% | 45 |
|
|
2016
Q1 | $132K | Buy |
1,055
+17
| +2% | +$2.13K | 0.06% | 76 |
|
|
2015
Q4 | $123K | Buy |
+1,038
| New | +$123K | 0.06% | 77 |
|