Lau Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,824
| Closed | -$379K | – | 101 |
|
|
2019
Q2 | $379K | Sell |
1,824
-132
| -7% | -$27.4K | 0.18% | 72 |
|
|
2019
Q1 | $371K | Hold |
1,956
| – | – | 0.19% | 69 |
|
|
2018
Q4 | $347K | Sell |
1,956
-611
| -24% | -$108K | 0.19% | 74 |
|
|
2018
Q3 | $429K | Buy |
2,567
+172
| +7% | +$28.7K | 0.24% | 67 |
|
|
2018
Q2 | $375K | Buy |
2,395
+1,000
| +72% | +$157K | 0.26% | 57 |
|
|
2018
Q1 | $218K | Hold |
1,395
| – | – | 0.17% | 73 |
|
|
2017
Q4 | $240K | Sell |
1,395
-1,958
| -58% | -$337K | 0.19% | 70 |
|
|
2017
Q3 | $525K | Sell |
3,353
-17
| -0.5% | -$2.66K | 0.41% | 54 |
|
|
2017
Q2 | $516K | Hold |
3,370
| – | – | 0.41% | 56 |
|
|
2017
Q1 | $437K | Hold |
3,370
| – | – | 0.39% | 58 |
|
|
2016
Q4 | $410K | Hold |
3,370
| – | – | 0.41% | 52 |
|
|
2016
Q3 | $389K | Hold |
3,370
| – | – | 0.4% | 55 |
|
|
2016
Q2 | $406K | Hold |
3,370
| – | – | 0.43% | 53 |
|
|
2016
Q1 | $424K | Hold |
3,370
| – | – | 0.44% | 50 |
|
|
2015
Q4 | $398K | Sell |
3,370
-5
| -0.1% | -$591 | 0.43% | 48 |
|
|
2015
Q3 | $333K | Buy |
3,375
+78
| +2% | +$7.7K | 0.39% | 55 |
|
|
2015
Q2 | $313K | Buy |
3,297
+5
| +0.2% | +$475 | 0.31% | 57 |
|
|
2015
Q1 | $321K | Hold |
3,292
| – | – | 0.31% | 57 |
|
|
2014
Q4 | $308K | Sell |
3,292
-878
| -21% | -$82.1K | 0.28% | 59 |
|
|
2014
Q3 | $395K | Buy |
+4,170
| New | +$395K | 0.36% | 53 |
|