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