MWP
Moller Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,068
| Closed | -$918K | – | 62 |
|
|
2018
Q4 | $918K | Buy |
+5,068
| New | +$918K | 0.6% | 27 |
|
|
2018
Q1 | – | Sell |
-2,422
| Closed | -$417K | – | 43 |
|
|
2017
Q4 | $417K | Buy |
+2,422
| New | +$417K | 0.16% | 36 |
|
|
2017
Q3 | – | Sell |
-2,285
| Closed | -$350K | – | 44 |
|
|
2017
Q2 | $350K | Buy |
+2,285
| New | +$350K | 0.15% | 35 |
|
|
2015
Q2 | – | Sell |
-2,220
| Closed | -$216K | – | 42 |
|
|
2015
Q1 | $216K | Hold |
2,220
| – | – | 0.1% | 42 |
|
|
2014
Q4 | $208K | Buy |
+2,220
| New | +$208K | 0.1% | 42 |
|