Investors Trust’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 | $1.09M | Hold |
10,886
| – | – | 3.4% | 6 |
|
|
2015
Q1 | $1.06M | Hold |
10,886
| – | – | 3.26% | 6 |
|
|
2014
Q4 | $1.02M | Sell |
10,886
-5,795
| -35% | -$543K | 3.08% | 6 |
|
|
2014
Q3 | $1.58M | Sell |
16,681
-16,478
| -50% | -$1.56M | 2.92% | 7 |
|
|
2014
Q2 | $3.34M | Sell |
33,159
-5,472
| -14% | -$551K | 2.62% | 8 |
|
|
2014
Q1 | $3.79M | Hold |
38,631
| – | – | 3.17% | 6 |
|
|
2013
Q4 | $3.71M | Sell |
38,631
-43,243
| -53% | -$4.15M | 2.89% | 4 |
|
|
2013
Q3 | $7.88M | Buy |
81,874
+9,136
| +13% | +$879K | 1.37% | 24 |
|
|
2013
Q2 | $7.2M | Buy |
+72,738
| New | +$7.2M | 1.22% | 35 |
|