Mitsubishi UFJ Securities’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,200
| Closed | -$632K | – | 49 |
|
|
2019
Q4 | $632K | Buy |
3,200
+700
| +28% | +$138K | 3.35% | 12 |
|
|
2019
Q3 | $537K | Buy |
2,500
+860
| +52% | +$185K | 2.59% | 11 |
|
|
2019
Q2 | $341K | Buy |
1,640
+1,160
| +242% | +$241K | 1.13% | 18 |
|
|
2019
Q1 | $91K | Sell |
480
-40
| -8% | -$7.58K | 0.52% | 72 |
|
|
2018
Q4 | $92K | Buy |
520
+390
| +300% | +$69K | 0.69% | 35 |
|
|
2018
Q3 | $22K | Hold |
130
| – | – | 0.07% | 142 |
|
|
2018
Q2 | $20K | Hold |
130
| – | – | 0.07% | 138 |
|
|
2018
Q1 | $20K | Sell |
130
-620
| -83% | -$95.4K | 0.08% | 155 |
|
|
2017
Q4 | $129K | Sell |
750
-80
| -10% | -$13.8K | 0.54% | 45 |
|
|
2017
Q3 | $130K | Buy |
830
+570
| +219% | +$89.3K | 0.62% | 41 |
|
|
2017
Q2 | $40K | Buy |
+260
| New | +$40K | 0.21% | 96 |
|
|
2017
Q1 | – | Sell |
-800
| Closed | -$97K | – | 255 |
|
|
2016
Q4 | $97K | Buy |
800
+180
| +29% | +$21.8K | 0.55% | 39 |
|
|
2016
Q3 | $72K | Sell |
620
-170
| -22% | -$19.7K | 0.38% | 58 |
|
|
2016
Q2 | $95K | Buy |
+790
| New | +$95K | 0.17% | 75 |
|
|
2016
Q1 | – | Sell |
-480
| Closed | -$57K | – | 257 |
|
|
2015
Q4 | $57K | Sell |
480
-160
| -25% | -$19K | 0.08% | 85 |
|
|
2015
Q3 | $63K | Buy |
+640
| New | +$63K | 0.44% | 41 |
|