MYCIO Wealth Partners’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 |
-3,621
| Closed | -$716K | – | 243 |
|
|
2019
Q4 | $716K | Sell |
3,621
-143
| -4% | -$28.3K | 0.05% | 157 |
|
|
2019
Q3 | $808K | Buy |
3,764
+836
| +29% | +$179K | 0.06% | 134 |
|
|
2019
Q2 | $608K | Buy |
2,928
+129
| +5% | +$26.8K | 0.05% | 149 |
|
|
2019
Q1 | $532K | Sell |
2,799
-59
| -2% | -$11.2K | 0.04% | 157 |
|
|
2018
Q4 | $508K | Buy |
2,858
+612
| +27% | +$109K | 0.05% | 153 |
|
|
2018
Q3 | $376K | Buy |
2,246
+11
| +0.5% | +$1.84K | 0.04% | 184 |
|
|
2018
Q2 | $350K | Sell |
2,235
-65
| -3% | -$10.2K | 0.04% | 190 |
|
|
2018
Q1 | $360K | Buy |
2,300
+11
| +0.5% | +$1.72K | 0.04% | 162 |
|
|
2017
Q4 | $394K | Sell |
2,289
-71
| -3% | -$12.2K | 0.04% | 164 |
|
|
2017
Q3 | $370K | Sell |
2,360
-8
| -0.3% | -$1.25K | 0.04% | 167 |
|
|
2017
Q2 | $363K | Sell |
2,368
-595
| -20% | -$91.2K | 0.04% | 154 |
|
|
2017
Q1 | $384K | Buy |
2,963
+485
| +20% | +$62.9K | 0.05% | 154 |
|
|
2016
Q4 | $302K | Buy |
2,478
+96
| +4% | +$11.7K | 0.04% | 163 |
|
|
2016
Q3 | $275K | Sell |
2,382
-298
| -11% | -$34.4K | 0.05% | 141 |
|
|
2016
Q2 | $323K | Buy |
2,680
+326
| +14% | +$39.3K | 0.06% | 127 |
|
|
2016
Q1 | $296K | Buy |
2,354
+14
| +0.6% | +$1.76K | 0.05% | 131 |
|
|
2015
Q4 | $276K | Buy |
2,340
+93
| +4% | +$11K | 0.05% | 123 |
|
|
2015
Q3 | $221K | Buy |
2,247
+92
| +4% | +$9.05K | 0.05% | 128 |
|
|
2015
Q2 | $205K | Buy |
2,155
+16
| +0.7% | +$1.52K | 0.04% | 142 |
|
|
2015
Q1 | $208K | Buy |
2,139
+216
| +11% | +$21K | 0.04% | 142 |
|
|
2014
Q4 | $180K | Buy |
1,923
+17
| +0.9% | +$1.59K | 0.04% | 149 |
|
|
2014
Q3 | $181K | Buy |
1,906
+15
| +0.8% | +$1.42K | 0.04% | 142 |
|
|
2014
Q2 | $190K | Buy |
1,891
+14
| +0.7% | +$1.41K | 0.04% | 141 |
|
|
2014
Q1 | $184K | Sell |
1,877
-4,019
| -68% | -$394K | 0.04% | 138 |
|
|
2013
Q4 | $572K | Buy |
5,896
+115
| +2% | +$11.2K | 0.14% | 70 |
|
|
2013
Q3 | $556K | Buy |
5,781
+11
| +0.2% | +$1.06K | 0.15% | 62 |
|
|
2013
Q2 | $571K | Buy |
+5,770
| New | +$571K | 0.16% | 58 |
|