Next Financial Group’s McDonald's MCD Stock Holding History

Next Financial Group’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$1.37M	Buy	5,118 +148	+3%	+$39.7K	0.09%	250
2021 Q3	$1.2M	Buy	4,970 +786	+19%	+$189K	0.09%	235
2021 Q2	$966K	Buy	4,184 +246	+6%	+$56.8K	0.08%	269
2021 Q1	$883K	Sell	3,938 -81	-2%	-$18.2K	0.08%	265
2020 Q4	$862K	Buy	4,019 +119	+3%	+$25.5K	0.08%	245
2020 Q3	$856K	Sell	3,900 -694	-15%	-$152K	0.09%	223
2020 Q2	$847K	Sell	4,594 -438	-9%	-$80.8K	0.1%	216
2020 Q1	$832K	Buy	5,032 +972	+24%	+$161K	0.11%	186
2019 Q4	$802K	Sell	4,060 -1,290	-24%	-$255K	0.08%	263
2019 Q3	$1.15M	Buy	5,350 +548	+11%	+$118K	0.12%	216
2019 Q2	$997K	Buy	4,802 +2,560	+114%	+$532K	0.11%	229
2019 Q1	$426K	Sell	2,242 -2,789	-55%	-$530K	0.11%	144
2018 Q4	$893K	Buy	5,031 +1,808	+56%	+$321K	0.19%	139
2018 Q3	$539K	Sell	3,223 -2,005	-38%	-$335K	0.25%	90
2018 Q2	$819K	Sell	5,228 -1,260	-19%	-$197K	0.31%	85
2018 Q1	$1.02M	Buy	6,488 +329	+5%	+$51.5K	0.21%	122
2017 Q4	$1.06M	Sell	6,159 -3,790	-38%	-$652K	0.45%	67
2017 Q3	$1.65M	Sell	9,949 -4,345	-30%	-$718K	0.46%	51
2017 Q2	$2.19M	Sell	14,294 -245	-2%	-$37.5K	0.54%	33
2017 Q1	$2.03M	Sell	14,539 -6,228	-30%	-$871K	0.57%	35
2016 Q4	$2.53M	Sell	20,767 -174	-0.8%	-$21.2K	0.44%	37
2016 Q3	$2.42M	Buy	20,941 +5,616	+37%	+$648K	0.44%	37
2016 Q2	$1.84M	Buy	15,325 +544	+4%	+$65.5K	0.59%	31
2016 Q1	$1.86M	Sell	14,781 -196	-1%	-$24.6K	0.65%	28
2015 Q4	$1.77M	Sell	14,977 -244	-2%	-$28.8K	0.66%	25
2015 Q3	$1.5M	Sell	15,221 -2,040	-12%	-$201K	0.54%	38
2015 Q2	$1.64M	Sell	17,261 -2,692	-13%	-$256K	0.57%	32
2015 Q1	$1.94M	Sell	19,953 -2,290	-10%	-$223K	0.62%	31
2014 Q4	$2.08M	Sell	22,243 -11,237	-34%	-$1.05M	0.69%	24
2014 Q3	$3.17M	Buy	33,480 +33,456	+139,400%	+$3.17M	0.63%	19
2014 Q2	$2K	Buy	+24	New	+$2K	﹤0.01%	1074