LWM
LBA Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $39K | Sell |
298
-3
| -1% | -$393 | 0.02% | 220 |
|
|
2016
Q4 | $37K | Sell |
301
-9
| -3% | -$1.11K | 0.02% | 214 |
|
|
2016
Q3 | $36K | Hold |
310
| – | – | 0.02% | 224 |
|
|
2016
Q2 | $37K | Hold |
310
| – | – | 0.02% | 216 |
|
|
2016
Q1 | $39K | Sell |
310
-196
| -39% | -$24.7K | 0.02% | 209 |
|
|
2015
Q4 | $60K | Buy |
506
+136
| +37% | +$16.1K | 0.03% | 194 |
|
|
2015
Q3 | $36K | Buy |
+370
| New | +$36K | 0.02% | 194 |
|
|
2014
Q4 | – | Sell |
-1
| Closed | – | – | 350 |
|
|
2014
Q3 | $0 | Sell |
1
-4,380
| -100% | – | ﹤0.01% | 435 |
|
|
2014
Q2 | $441K | Buy |
4,381
+1
| +0% | +$101 | 0.36% | 51 |
|
|
2014
Q1 | $429K | Sell |
4,380
-704
| -14% | -$69K | 0.35% | 54 |
|
|
2013
Q4 | $493K | Buy |
+5,084
| New | +$493K | 0.41% | 50 |
|