IWM
Integrated Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3.85M | Sell |
29,671
-23
| -0.1% | -$2.98K | 1.29% | 20 |
|
|
2016
Q4 | $3.61M | Sell |
29,694
-10
| -0% | -$1.22K | 1.35% | 16 |
|
|
2016
Q3 | $3.43M | Buy |
29,704
+134
| +0.5% | +$15.5K | 1.23% | 14 |
|
|
2016
Q2 | $3.56M | Sell |
29,570
-19
| -0.1% | -$2.29K | 1.37% | 12 |
|
|
2016
Q1 | $3.72M | Sell |
29,589
-210
| -0.7% | -$26.4K | 1.57% | 12 |
|
|
2015
Q4 | $3.52M | Buy |
29,799
+239
| +0.8% | +$28.2K | 1.52% | 13 |
|
|
2015
Q3 | $2.91M | Buy |
29,560
+3
| +0% | +$296 | 1.28% | 15 |
|
|
2015
Q2 | $2.81M | Sell |
29,557
-282
| -0.9% | -$26.8K | 1.09% | 17 |
|
|
2015
Q1 | $2.91M | Buy |
+29,839
| New | +$2.91M | 1.21% | 16 |
|