Lucas Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,353
| Closed | -$220K | – | 135 |
|
|
2014
Q4 | $220K | Sell |
2,353
-150
| -6% | -$14K | 0.08% | 121 |
|
|
2014
Q3 | $237K | Buy |
2,503
+138
| +6% | +$13.1K | 0.07% | 128 |
|
|
2014
Q2 | $238K | Buy |
2,365
+124
| +6% | +$12.5K | 0.08% | 132 |
|
|
2014
Q1 | $220K | Sell |
2,241
-71
| -3% | -$6.97K | 0.07% | 124 |
|
|
2013
Q4 | $224K | Buy |
2,312
+200
| +9% | +$19.4K | 0.07% | 126 |
|
|
2013
Q3 | $203K | Hold |
2,112
| – | – | 0.07% | 129 |
|
|
2013
Q2 | $209K | Buy |
+2,112
| New | +$209K | 0.06% | 121 |
|