Loeb Partners Corp’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100
| Closed | -$19K | – | 81 |
|
|
2019
Q1 | $19K | Hold |
100
| – | – | 0.39% | 62 |
|
|
2018
Q4 | $18K | Buy |
+100
| New | +$18K | 0.01% | 211 |
|
|
2018
Q3 | – | Sell |
-7,100
| Closed | -$1.11M | – | 159 |
|
|
2018
Q2 | $1.11M | Buy |
+7,100
| New | +$1.11M | 0.28% | 82 |
|
|
2018
Q1 | – | Sell |
-40,500
| Closed | -$6.97M | – | 138 |
|
|
2017
Q4 | $6.97M | Sell |
40,500
-4,400
| -10% | -$757K | 2.06% | 9 |
|
|
2017
Q3 | $7.04M | Sell |
44,900
-13,125
| -23% | -$2.06M | 2.15% | 10 |
|
|
2017
Q2 | $8.89M | Buy |
58,025
+51,025
| +729% | +$7.81M | 2.55% | 4 |
|
|
2017
Q1 | $907K | Buy |
+7,000
| New | +$907K | 0.27% | 83 |
|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$241K | – | 164 |
|
|
2016
Q2 | $241K | Buy |
+2,000
| New | +$241K | 0.08% | 142 |
|
|
2015
Q4 | – | Sell |
-10,000
| Closed | -$985K | – | 172 |
|
|
2015
Q3 | $985K | Buy |
+10,000
| New | +$985K | 0.36% | 66 |
|
|
2013
Q3 | – | Sell |
-6,400
| Closed | -$634K | – | 194 |
|
|
2013
Q2 | $634K | Buy |
+6,400
| New | +$634K | 0.23% | 92 |
|