MU Investments Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-170
| Closed | -$29K | – | 97 |
|
|
2017
Q4 | $29K | Sell |
170
-100
| -37% | -$17.1K | 0.02% | 89 |
|
|
2017
Q3 | $43K | Sell |
270
-60
| -18% | -$9.56K | 0.03% | 68 |
|
|
2017
Q2 | $51K | Sell |
330
-70
| -18% | -$10.8K | 0.04% | 82 |
|
|
2017
Q1 | $52K | Sell |
400
-70
| -15% | -$9.1K | 0.04% | 115 |
|
|
2016
Q4 | $58K | Sell |
470
-220
| -32% | -$27.1K | 0.04% | 113 |
|
|
2016
Q3 | $79K | Sell |
690
-670
| -49% | -$76.7K | 0.06% | 117 |
|
|
2016
Q2 | $163K | Buy |
+1,360
| New | +$163K | 0.11% | 96 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$24K | – | 285 |
|
|
2015
Q2 | $24K | Hold |
250
| – | – | 0.01% | 285 |
|
|
2015
Q1 | $24K | Sell |
250
-1,500
| -86% | -$144K | 0.01% | 290 |
|
|
2014
Q4 | $166K | Buy |
1,750
+200
| +13% | +$19K | 0.07% | 202 |
|
|
2014
Q3 | $149K | Sell |
1,550
-220
| -12% | -$21.1K | 0.07% | 216 |
|
|
2014
Q2 | $180K | Sell |
1,770
-300
| -14% | -$30.5K | 0.08% | 214 |
|
|
2014
Q1 | $201K | Sell |
2,070
-300
| -13% | -$29.1K | 0.09% | 211 |
|
|
2013
Q4 | $230K | Sell |
2,370
-280
| -11% | -$27.2K | 0.1% | 208 |
|
|
2013
Q3 | $257K | Sell |
2,650
-800
| -23% | -$77.6K | 0.12% | 190 |
|
|
2013
Q2 | $344K | Buy |
+3,450
| New | +$344K | 0.15% | 189 |
|