New England Private Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,260
| Closed | -$270K | – | 128 |
|
|
2019
Q3 | $270K | Hold |
1,260
| – | – | 0.07% | 125 |
|
|
2019
Q2 | $262K | Hold |
1,260
| – | – | 0.06% | 128 |
|
|
2019
Q1 | $238K | Buy |
+1,260
| New | +$238K | 0.06% | 132 |
|
|
2018
Q4 | – | Sell |
-1,359
| Closed | -$227K | – | 152 |
|
|
2018
Q3 | $227K | Sell |
1,359
-683
| -33% | -$114K | 0.06% | 134 |
|
|
2018
Q2 | $321K | Buy |
2,042
+501
| +33% | +$78.8K | 0.09% | 108 |
|
|
2018
Q1 | $241K | Hold |
1,541
| – | – | 0.07% | 122 |
|
|
2017
Q4 | $265K | Buy |
+1,541
| New | +$265K | 0.07% | 116 |
|
|
2014
Q3 | – | Sell |
-2,187
| Closed | -$221K | – | 106 |
|
|
2014
Q2 | $221K | Buy |
+2,187
| New | +$221K | 0.09% | 98 |
|
|
2014
Q1 | – | Sell |
-2,091
| Closed | -$203K | – | 102 |
|
|
2013
Q4 | $203K | Buy |
+2,091
| New | +$203K | 0.09% | 90 |
|