Lubar & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,495
| Closed | -$147K | – | 26 |
|
|
2014
Q1 | $147K | Sell |
1,495
-2,293
| -61% | -$225K | 0.12% | 30 |
|
|
2013
Q4 | $368K | Hold |
3,788
| – | – | 0.29% | 31 |
|
|
2013
Q3 | $364K | Buy |
3,788
+1,495
| +65% | +$144K | 0.34% | 32 |
|
|
2013
Q2 | $227K | Buy |
+2,293
| New | +$227K | 0.24% | 29 |
|