Gerstein Fisher’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $981K | Buy |
8,504
+331
| +4% | +$38.2K | 0.12% | 159 |
|
|
2016
Q2 | $983K | Buy |
8,173
+556
| +7% | +$66.9K | 0.13% | 144 |
|
|
2016
Q1 | $957K | Buy |
7,617
+776
| +11% | +$97.5K | 0.13% | 141 |
|
|
2015
Q4 | $808K | Buy |
6,841
+444
| +7% | +$52.4K | 0.11% | 158 |
|
|
2015
Q3 | $630K | Buy |
6,397
+596
| +10% | +$58.7K | 0.09% | 192 |
|
|
2015
Q2 | $552K | Buy |
5,801
+2,019
| +53% | +$192K | 0.09% | 226 |
|
|
2015
Q1 | $369K | Sell |
3,782
-21
| -0.6% | -$2.05K | 0.06% | 277 |
|
|
2014
Q4 | $356K | Sell |
3,803
-555
| -13% | -$52K | 0.06% | 269 |
|
|
2014
Q3 | $413K | Buy |
4,358
+1,050
| +32% | +$99.5K | 0.07% | 233 |
|
|
2014
Q2 | $333K | Buy |
3,308
+94
| +3% | +$9.46K | 0.06% | 239 |
|
|
2014
Q1 | $315K | Sell |
3,214
-28,764
| -90% | -$2.82M | 0.06% | 243 |
|
|
2013
Q4 | $13.5M | Buy |
31,978
+16,612
| +108% | +$7.02M | 0.5% | 50 |
|
|
2013
Q3 | $1.48M | Sell |
15,366
-144
| -0.9% | -$13.9K | 0.32% | 58 |
|
|
2013
Q2 | $1.54M | Buy |
+15,510
| New | +$1.54M | 0.37% | 40 |
|