Highmount Capital’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $239K | Sell |
2,518
-275
| -10% | -$26.1K | 0.06% | 121 |
|
|
2015
Q1 | $272K | Buy |
2,793
+500
| +22% | +$48.7K | 0.07% | 118 |
|
|
2014
Q4 | $214K | Hold |
2,293
| – | – | 0.05% | 130 |
|
|
2014
Q3 | $217K | Buy |
+2,293
| New | +$217K | 0.05% | 132 |
|
|
2014
Q2 | – | Sell |
-2,988
| Closed | -$292K | – | 144 |
|
|
2014
Q1 | $292K | Sell |
2,988
-230
| -7% | -$22.5K | 0.07% | 125 |
|
|
2013
Q4 | $312K | Sell |
3,218
-645
| -17% | -$62.5K | 0.07% | 118 |
|
|
2013
Q3 | $371K | Sell |
3,863
-305
| -7% | -$29.3K | 0.09% | 100 |
|
|
2013
Q2 | $413K | Buy |
+4,168
| New | +$413K | 0.11% | 98 |
|