Lehman Financial Resources’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 | $224K | Buy |
+1,341
| New | +$224K | 0.11% | 89 |
|
|
2015
Q4 | – | Sell |
-202
| Closed | -$19K | – | 222 |
|
|
2015
Q3 | $19K | Buy |
202
+5
| +3% | +$470 | 0.01% | 256 |
|
|
2015
Q2 | $18K | Buy |
197
+17
| +9% | +$1.55K | 0.01% | 258 |
|
|
2015
Q1 | $18K | Hold |
180
| – | – | 0.01% | 262 |
|
|
2014
Q4 | $17K | Hold |
180
| – | – | 0.01% | 248 |
|
|
2014
Q3 | $17K | Sell |
180
-150
| -45% | -$14.2K | 0.01% | 256 |
|
|
2014
Q2 | $33K | Sell |
330
-55
| -14% | -$5.5K | 0.02% | 181 |
|
|
2014
Q1 | $38K | Buy |
385
+55
| +17% | +$5.43K | 0.02% | 160 |
|
|
2013
Q4 | $32K | Hold |
330
| – | – | 0.02% | 168 |
|
|
2013
Q3 | $32K | Buy |
330
+150
| +83% | +$14.5K | 0.02% | 154 |
|
|
2013
Q2 | $18K | Buy |
+180
| New | +$18K | 0.01% | 188 |
|