IKOS CIF’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 | $35K | Sell |
300
-7,084
| -96% | -$826K | 0.21% | 86 |
|
2016
Q2 | $875K | Buy |
+7,384
| New | +$875K | 3.02% | 5 |
|
2014
Q1 | – | Sell |
-397
| Closed | -$38K | – | 270 |
|
2013
Q4 | $38K | Buy |
+397
| New | +$38K | 0.1% | 180 |
|
2013
Q3 | – | Sell |
-10,712
| Closed | -$1.06M | – | 236 |
|
2013
Q2 | $1.06M | Buy |
+10,712
| New | +$1.06M | 1.98% | 1 |
|