Independence Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.53M | Buy |
20,649
+48
| +0.2% | +$10.5K | 0.97% | 22 |
|
|
2020
Q2 | $3.8M | Sell |
20,601
-566
| -3% | -$104K | 0.87% | 22 |
|
|
2020
Q1 | $3.5M | Sell |
21,167
-156
| -0.7% | -$25.8K | 0.97% | 21 |
|
|
2019
Q4 | $4.21M | Buy |
21,323
+54
| +0.3% | +$10.7K | 1.02% | 18 |
|
|
2019
Q3 | $4.57M | Sell |
21,269
-42
| -0.2% | -$9.02K | 1.11% | 16 |
|
|
2019
Q2 | $4.43M | Buy |
21,311
+134
| +0.6% | +$27.8K | 1.13% | 16 |
|
|
2019
Q1 | $4.02M | Buy |
21,177
+53
| +0.3% | +$10.1K | 1.13% | 16 |
|
|
2018
Q4 | $3.75M | Sell |
21,124
-72
| -0.3% | -$12.8K | 1.25% | 16 |
|
|
2018
Q3 | $3.55M | Buy |
21,196
+77
| +0.4% | +$12.9K | 1.06% | 17 |
|
|
2018
Q2 | $3.31M | Buy |
21,119
+51
| +0.2% | +$7.99K | 1.06% | 18 |
|
|
2018
Q1 | $3.3M | Buy |
21,068
+51
| +0.2% | +$7.98K | 1.09% | 19 |
|
|
2017
Q4 | $3.62M | Sell |
21,017
-538
| -2% | -$92.6K | 1.22% | 16 |
|
|
2017
Q3 | $3.38M | Buy |
21,555
+634
| +3% | +$99.3K | 1.35% | 14 |
|
|
2017
Q2 | $3.2M | Sell |
20,921
-1
| -0% | -$153 | 1.27% | 17 |
|
|
2017
Q1 | $2.71M | Sell |
20,922
-192
| -0.9% | -$24.9K | 1.14% | 17 |
|
|
2016
Q4 | $2.57M | Buy |
21,114
+46
| +0.2% | +$5.6K | 1.13% | 17 |
|
|
2016
Q3 | $2.43M | Buy |
21,068
+8,505
| +68% | +$981K | 1.14% | 17 |
|
|
2016
Q2 | $1.51M | Buy |
+12,563
| New | +$1.51M | 0.79% | 18 |
|