JWM
Jacobus Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $532K | Hold |
3,395
| – | – | 0.14% | 102 |
|
|
2017
Q2 | $520K | Buy |
3,395
+2,620
| +338% | +$401K | 0.14% | 104 |
|
|
2017
Q1 | $100K | Sell |
775
-695
| -47% | -$89.7K | 0.03% | 204 |
|
|
2016
Q4 | $179K | Sell |
1,470
-2,300
| -61% | -$280K | 0.05% | 163 |
|
|
2016
Q3 | $435K | Buy |
3,770
+775
| +26% | +$89.4K | 0.13% | 117 |
|
|
2016
Q2 | $360K | Sell |
2,995
-2,438
| -45% | -$293K | 0.11% | 129 |
|
|
2016
Q1 | $683K | Sell |
5,433
-155
| -3% | -$19.5K | 0.2% | 93 |
|
|
2015
Q4 | $660K | Hold |
5,588
| – | – | 0.19% | 100 |
|
|
2015
Q3 | $551K | Hold |
5,588
| – | – | 0.16% | 107 |
|
|
2015
Q2 | $531K | Buy |
5,588
+639
| +13% | +$60.7K | 0.13% | 125 |
|
|
2015
Q1 | $482K | Buy |
4,949
+500
| +11% | +$48.7K | 0.12% | 125 |
|
|
2014
Q4 | $417K | Sell |
4,449
-584
| -12% | -$54.7K | 0.11% | 136 |
|
|
2014
Q3 | $477K | Sell |
5,033
-1,098
| -18% | -$104K | 0.13% | 130 |
|
|
2014
Q2 | $618K | Sell |
6,131
-1,045
| -15% | -$105K | 0.16% | 118 |
|
|
2014
Q1 | $703K | Buy |
7,176
+238
| +3% | +$23.3K | 0.17% | 103 |
|
|
2013
Q4 | $673K | Buy |
6,938
+4,294
| +162% | +$417K | 0.2% | 98 |
|
|
2013
Q3 | $254K | Sell |
2,644
-767
| -22% | -$73.7K | 0.09% | 155 |
|
|
2013
Q2 | $338K | Buy |
+3,411
| New | +$338K | 0.12% | 123 |
|