New York Life Trust’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $9K | Sell |
70
-556
| -89% | -$71.5K | 0.44% | 67 |
|
|
2016
Q4 | $76K | Buy |
626
+357
| +133% | +$43.3K | 0.36% | 108 |
|
|
2016
Q3 | $31K | Sell |
269
-788
| -75% | -$90.8K | 0.15% | 160 |
|
|
2016
Q2 | $127K | Buy |
1,057
+160
| +18% | +$19.2K | 0.62% | 38 |
|
|
2016
Q1 | $113K | Buy |
897
+540
| +151% | +$68K | 0.49% | 61 |
|
|
2015
Q4 | $42K | Buy |
357
+180
| +102% | +$21.2K | 0.18% | 151 |
|
|
2015
Q3 | $17K | Sell |
177
-722
| -80% | -$69.3K | 0.08% | 178 |
|
|
2015
Q2 | $85K | Buy |
899
+627
| +231% | +$59.3K | 0.35% | 110 |
|
|
2015
Q1 | $27K | Sell |
272
-881
| -76% | -$87.5K | 0.11% | 166 |
|
|
2014
Q4 | $108K | Buy |
1,153
+318
| +38% | +$29.8K | 0.43% | 99 |
|
|
2014
Q3 | $79K | Buy |
835
+151
| +22% | +$14.3K | 0.33% | 116 |
|
|
2014
Q2 | $69K | Sell |
684
-592
| -46% | -$59.7K | 0.29% | 129 |
|
|
2014
Q1 | $125K | Buy |
1,276
+286
| +29% | +$28K | 0.55% | 63 |
|
|
2013
Q4 | $96K | Buy |
990
+273
| +38% | +$26.5K | 0.44% | 100 |
|
|
2013
Q3 | $69K | Sell |
717
-119
| -14% | -$11.5K | 0.35% | 120 |
|
|
2013
Q2 | $83K | Buy |
+836
| New | +$83K | 0.38% | 103 |
|