Gideon Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,967
| Closed | -$620K | – | 447 |
|
|
2018
Q1 | $620K | Buy |
+3,967
| New | +$620K | 0.38% | 74 |
|
|
2016
Q3 | – | Sell |
-2,199
| Closed | -$265K | – | 241 |
|
|
2016
Q2 | $265K | Buy |
+2,199
| New | +$265K | 0.15% | 157 |
|
|
2015
Q1 | – | Sell |
-3,303
| Closed | -$309K | – | 274 |
|
|
2014
Q4 | $309K | Buy |
+3,303
| New | +$309K | 0.15% | 162 |
|