Montrusco Bolton Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,148
| Closed | -$176K | – | 83 |
|
|
2017
Q2 | $176K | Buy |
+1,148
| New | +$176K | 0.01% | 74 |
|
|
2016
Q3 | – | Sell |
-3,410
| Closed | -$410K | – | 86 |
|
|
2016
Q2 | $410K | Sell |
3,410
-10
| -0.3% | -$1.2K | 0.03% | 73 |
|
|
2016
Q1 | $430K | Buy |
3,420
+1,540
| +82% | +$194K | 0.04% | 76 |
|
|
2015
Q4 | $222K | Sell |
1,880
-370
| -16% | -$43.7K | 0.02% | 71 |
|
|
2015
Q3 | $222K | Buy |
+2,250
| New | +$222K | 0.02% | 69 |
|