Integrated Wealth Counsel’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $85K | Hold |
695
| – | – | 0.18% | 56 |
|
|
2016
Q3 | $80K | Hold |
695
| – | – | 0.17% | 53 |
|
|
2016
Q2 | $84K | Hold |
695
| – | – | 0.19% | 37 |
|
|
2016
Q1 | $87K | Buy |
695
+105
| +18% | +$13.1K | 0.2% | 37 |
|
|
2015
Q4 | $70K | Hold |
590
| – | – | 0.11% | 42 |
|
|
2015
Q3 | $58K | Hold |
590
| – | – | 0.1% | 44 |
|
|
2015
Q2 | $56K | Hold |
590
| – | – | 0.08% | 46 |
|
|
2015
Q1 | $57K | Hold |
590
| – | – | 0.07% | 55 |
|
|
2014
Q4 | $55K | Hold |
590
| – | – | 0.07% | 57 |
|
|
2014
Q3 | $56K | Hold |
590
| – | – | 0.06% | 52 |
|
|
2014
Q2 | $59K | Sell |
590
-40
| -6% | -$4K | 0.05% | 64 |
|
|
2014
Q1 | $62K | Sell |
630
-45
| -7% | -$4.43K | 0.05% | 87 |
|
|
2013
Q4 | $65K | Buy |
675
+40
| +6% | +$3.85K | 0.05% | 87 |
|
|
2013
Q3 | $61.1K | Hold |
635
| – | – | 0.04% | 91 |
|
|
2013
Q2 | $63K | Buy |
+635
| New | +$63K | 0.05% | 94 |
|