LifePlan Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $487K | Hold |
2,217
| – | – | 0.21% | 80 |
|
2020
Q2 | $409K | Sell |
2,217
-109
| -5% | -$20.1K | 0.19% | 84 |
|
2020
Q1 | $385K | Hold |
2,326
| – | – | 0.21% | 85 |
|
2019
Q4 | $460K | Hold |
2,326
| – | – | 0.2% | 84 |
|
2019
Q3 | $499K | Hold |
2,326
| – | – | 0.23% | 71 |
|
2019
Q2 | $483K | Sell |
2,326
-100
| -4% | -$20.8K | 0.23% | 72 |
|
2019
Q1 | $461K | Hold |
2,426
| – | – | 0.25% | 70 |
|
2018
Q4 | $431K | Hold |
2,426
| – | – | 0.27% | 65 |
|
2018
Q3 | $406K | Hold |
2,426
| – | – | 0.22% | 77 |
|
2018
Q2 | $380K | Hold |
2,426
| – | – | 0.21% | 77 |
|
2018
Q1 | $379K | Buy |
2,426
+38
| +2% | +$5.94K | 0.22% | 74 |
|
2017
Q4 | $374K | Hold |
2,388
| – | – | 0.24% | 77 |
|
2017
Q3 | $374K | Sell |
2,388
-120
| -5% | -$18.8K | 0.24% | 77 |
|
2017
Q2 | $384K | Buy |
2,508
+400
| +19% | +$61.2K | 0.26% | 74 |
|
2017
Q1 | $273K | Hold |
2,108
| – | – | 0.19% | 91 |
|
2016
Q4 | $257K | Sell |
2,108
-20
| -0.9% | -$2.44K | 0.18% | 99 |
|
2016
Q3 | $245K | Hold |
2,128
| – | – | 0.17% | 97 |
|
2016
Q2 | $256K | Hold |
2,128
| – | – | 0.18% | 91 |
|
2016
Q1 | $267K | Buy |
2,128
+20
| +0.9% | +$2.51K | 0.19% | 82 |
|
2015
Q4 | $249K | Hold |
2,108
| – | – | 0.18% | 81 |
|
2015
Q3 | $208K | Hold |
2,108
| – | – | 0.15% | 84 |
|
2015
Q2 | $200K | Sell |
2,108
-100
| -5% | -$9.49K | 0.13% | 93 |
|
2015
Q1 | $215K | Hold |
2,208
| – | – | 0.14% | 73 |
|
2014
Q4 | $207K | Sell |
2,208
-100
| -4% | -$9.38K | 0.14% | 77 |
|
2014
Q3 | $219K | Hold |
2,308
| – | – | 0.19% | 61 |
|
2014
Q2 | $233K | Hold |
2,308
| – | – | 0.17% | 58 |
|
2014
Q1 | $226K | Buy |
2,308
+400
| +21% | +$39.2K | 0.18% | 55 |
|
2013
Q4 | $185K | Sell |
1,908
-95
| -5% | -$9.21K | 0.13% | 63 |
|
2013
Q3 | $193K | Hold |
2,003
| – | – | 0.16% | 46 |
|
2013
Q2 | $198K | Buy |
+2,003
| New | +$198K | 0.22% | 41 |
|