Ken Stern & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $240K | Hold |
1,436
| – | – | 0.1% | 126 |
|
|
2018
Q2 | $225K | Hold |
1,436
| – | – | 0.1% | 119 |
|
|
2018
Q1 | $225K | Hold |
1,436
| – | – | 0.1% | 114 |
|
|
2017
Q4 | $247K | Sell |
1,436
-4
| -0.3% | -$688 | 0.11% | 105 |
|
|
2017
Q3 | $220K | Buy |
1,440
+4
| +0.3% | +$611 | 0.1% | 113 |
|
|
2017
Q2 | $220K | Hold |
1,436
| – | – | 0.1% | 107 |
|
|
2017
Q1 | $201K | Buy |
+1,436
| New | +$201K | 0.09% | 110 |
|