Gerald L. Ray & 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 | $1.1M | Sell |
7,001
-100
| -1% | -$15.7K | 0.14% | 147 |
|
|
2017
Q2 | $1.09M | Hold |
7,101
| – | – | 0.14% | 144 |
|
|
2017
Q1 | $920K | Hold |
7,101
| – | – | 0.13% | 155 |
|
|
2016
Q4 | $864K | Buy |
7,101
+421
| +6% | +$51.2K | 0.13% | 150 |
|
|
2016
Q3 | $771K | Sell |
6,680
-128
| -2% | -$14.8K | 0.12% | 158 |
|
|
2016
Q2 | $819K | Sell |
6,808
-95
| -1% | -$11.4K | 0.13% | 142 |
|
|
2016
Q1 | $868K | Sell |
6,903
-250
| -3% | -$31.4K | 0.14% | 127 |
|
|
2015
Q4 | $845K | Buy |
7,153
+16
| +0.2% | +$1.89K | 0.13% | 132 |
|
|
2015
Q3 | $703K | Buy |
7,137
+22
| +0.3% | +$2.17K | 0.12% | 149 |
|
|
2015
Q2 | $677K | Buy |
7,115
+35
| +0.5% | +$3.33K | 0.1% | 169 |
|
|
2015
Q1 | $690K | Buy |
7,080
+1,575
| +29% | +$153K | 0.1% | 167 |
|
|
2014
Q4 | $516K | Buy |
5,505
+1,050
| +24% | +$98.4K | 0.08% | 200 |
|
|
2014
Q3 | $422K | Buy |
4,455
+600
| +16% | +$56.8K | 0.07% | 214 |
|
|
2014
Q2 | $388K | Sell |
3,855
-100
| -3% | -$10.1K | 0.07% | 224 |
|
|
2014
Q1 | $388K | Buy |
3,955
+275
| +7% | +$27K | 0.07% | 214 |
|
|
2013
Q4 | $357K | Hold |
3,680
| – | – | 0.07% | 216 |
|
|
2013
Q3 | $354K | Buy |
3,680
+500
| +16% | +$48.1K | 0.07% | 206 |
|
|
2013
Q2 | $315K | Buy |
+3,180
| New | +$315K | 0.07% | 205 |
|