Lebenthal Holdings’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $5.01M | Buy |
41,603
+5,147
| +14% | +$619K | 0.62% | 40 |
|
2016
Q1 | $4.58M | Buy |
36,456
+27,644
| +314% | +$3.47M | 0.8% | 24 |
|
2015
Q4 | $1.04M | Sell |
8,812
-647
| -7% | -$76.4K | 0.24% | 144 |
|
2015
Q3 | $932K | Buy |
9,459
+1,460
| +18% | +$144K | 0.21% | 157 |
|
2015
Q2 | $761K | Buy |
7,999
+1,571
| +24% | +$149K | 0.16% | 184 |
|
2015
Q1 | $627K | Sell |
6,428
-80
| -1% | -$7.8K | 0.15% | 193 |
|
2014
Q4 | $609K | Buy |
+6,508
| New | +$609K | 0.27% | 105 |
|