Gupta Wealth Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $1.99M | Buy |
15,835
+4,107
| +35% | +$516K | 0.47% | 50 |
|
2015
Q4 | $1.39M | Buy |
11,728
+8,939
| +321% | +$1.06M | 0.35% | 63 |
|
2015
Q3 | $275K | Buy |
2,789
+87
| +3% | +$8.58K | 0.07% | 202 |
|
2015
Q2 | $257K | Sell |
2,702
-55
| -2% | -$5.23K | 0.06% | 220 |
|
2015
Q1 | $269K | Buy |
+2,757
| New | +$269K | 0.08% | 186 |
|