JMG Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-31,768
| Closed | -$3.82M | – | 53 |
|
|
2016
Q2 | $3.82M | Buy |
31,768
+18
| +0.1% | +$2.17K | 0.66% | 27 |
|
|
2016
Q1 | $3.99M | Sell |
31,750
-8,620
| -21% | -$1.08M | 0.75% | 26 |
|
|
2015
Q4 | $4.77M | Sell |
40,370
-902
| -2% | -$107K | 1.01% | 26 |
|
|
2015
Q3 | $4.07M | Buy |
41,272
+17
| +0% | +$1.68K | 1% | 24 |
|
|
2015
Q2 | $3.92M | Buy |
41,255
+18
| +0% | +$1.71K | 0.91% | 23 |
|
|
2015
Q1 | $4.02M | Buy |
41,237
+17
| +0% | +$1.66K | 0.94% | 23 |
|
|
2014
Q4 | $3.86M | Buy |
41,220
+504
| +1% | +$47.2K | 1.01% | 22 |
|
|
2014
Q3 | $3.86M | Sell |
40,716
-1,056
| -3% | -$100K | 1.07% | 21 |
|
|
2014
Q2 | $4.21M | Sell |
41,772
-2,000
| -5% | -$201K | 1.19% | 19 |
|
|
2014
Q1 | $4.29M | Sell |
43,772
-39,474
| -47% | -$3.87M | 1.31% | 18 |
|
|
2013
Q4 | $8.08M | Sell |
83,246
-171
| -0.2% | -$16.6K | 2.4% | 14 |
|
|
2013
Q3 | $8.03M | Hold |
83,417
| – | – | 2.61% | 13 |
|
|
2013
Q2 | $8.26M | Buy |
+83,417
| New | +$8.26M | 2.79% | 13 |
|