Northstar 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
Q3 | $3.2M | Sell |
14,566
-2,472
| -15% | -$543K | 1.49% | 19 |
|
|
2020
Q2 | $3.14M | Buy |
17,038
+1,724
| +11% | +$318K | 1.31% | 18 |
|
|
2020
Q1 | $2.53M | Buy |
15,314
+1,822
| +14% | +$301K | 1.29% | 20 |
|
|
2019
Q4 | $2.67M | Buy |
13,492
+177
| +1% | +$35K | 1.09% | 23 |
|
|
2019
Q3 | $2.86M | Sell |
13,315
-561
| -4% | -$120K | 1.25% | 20 |
|
|
2019
Q2 | $2.88M | Sell |
13,876
-172
| -1% | -$35.7K | 1.28% | 21 |
|
|
2019
Q1 | $2.67M | Sell |
14,048
-257
| -2% | -$48.8K | 1.22% | 22 |
|
|
2018
Q4 | $2.54M | Buy |
14,305
+206
| +1% | +$36.6K | 1.33% | 21 |
|
|
2018
Q3 | $2.36M | Buy |
14,099
+751
| +6% | +$126K | 1.13% | 25 |
|
|
2018
Q2 | $2.09M | Sell |
13,348
-441
| -3% | -$69.1K | 1.05% | 27 |
|
|
2018
Q1 | $2.16M | Buy |
13,789
+7,385
| +115% | +$1.15M | 1.1% | 23 |
|
|
2017
Q4 | $1.11M | Buy |
6,404
+980
| +18% | +$170K | 0.99% | 34 |
|
|
2017
Q3 | $868K | Sell |
5,424
-490
| -8% | -$78.4K | 0.85% | 40 |
|
|
2017
Q2 | $919K | Sell |
5,914
-137
| -2% | -$21.3K | 0.84% | 38 |
|
|
2017
Q1 | $789K | Buy |
+6,051
| New | +$789K | 0.73% | 41 |
|