Hefty Wealth Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $109K | Hold |
696
| – | – | 0.07% | 102 |
|
|
2017
Q4 | $120K | Hold |
696
| – | – | 0.07% | 98 |
|
|
2017
Q3 | $109K | Hold |
696
| – | – | 0.07% | 97 |
|
|
2017
Q2 | $106K | Hold |
696
| – | – | 0.07% | 93 |
|
|
2017
Q1 | $90K | Hold |
696
| – | – | 0.07% | 97 |
|
|
2016
Q4 | $84K | Hold |
696
| – | – | 0.07% | 87 |
|
|
2016
Q3 | $80K | Buy |
696
+359
| +107% | +$41.3K | 0.06% | 101 |
|
|
2016
Q2 | $40K | Hold |
337
| – | – | 0.03% | 117 |
|
|
2016
Q1 | $42K | Hold |
337
| – | – | 0.04% | 114 |
|
|
2015
Q4 | $39K | Buy |
+337
| New | +$39K | 0.04% | 115 |
|