NuWave Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.22M | Buy |
+5,270
| New | +$1.22M | 1.39% | 5 |
|
|
2021
Q3 | – | Sell |
-768
| Closed | -$177K | – | 380 |
|
|
2021
Q2 | $177K | Sell |
768
-90
| -10% | -$20.7K | 0.2% | 161 |
|
|
2021
Q1 | $192K | Sell |
858
-2,838
| -77% | -$635K | 0.24% | 142 |
|
|
2020
Q4 | $793K | Buy |
3,696
+3,690
| +61,500% | +$792K | 1.04% | 21 |
|
|
2020
Q3 | $1K | Sell |
6
-5,486
| -100% | -$914K | ﹤0.01% | 483 |
|
|
2020
Q2 | $1.03M | Buy |
+5,492
| New | +$1.03M | 1.36% | 17 |
|
|
2020
Q1 | – | Sell |
-2,292
| Closed | -$453K | – | 332 |
|
|
2019
Q4 | $453K | Buy |
2,292
+75
| +3% | +$14.8K | 0.44% | 81 |
|
|
2019
Q3 | $473K | Buy |
2,217
+1,821
| +460% | +$389K | 0.47% | 73 |
|
|
2019
Q2 | $82K | Sell |
396
-2,605
| -87% | -$539K | 0.09% | 185 |
|
|
2019
Q1 | $570K | Sell |
3,001
-384
| -11% | -$72.9K | 0.67% | 45 |
|
|
2018
Q4 | $601K | Buy |
3,385
+2,687
| +385% | +$477K | 1.03% | 20 |
|
|
2018
Q3 | $117K | Buy |
698
+671
| +2,485% | +$112K | 0.18% | 166 |
|
|
2018
Q2 | $4K | Sell |
27
-1,091
| -98% | -$162K | 0.01% | 247 |
|
|
2018
Q1 | $177K | Buy |
1,118
+173
| +18% | +$27.4K | 0.28% | 117 |
|
|
2017
Q4 | $162K | Buy |
+945
| New | +$162K | 0.19% | 150 |
|
|
2014
Q3 | $1K | Sell |
7
-608
| -99% | -$86.9K | ﹤0.01% | 255 |
|
|
2014
Q2 | $62K | Buy |
615
+584
| +1,884% | +$58.9K | 0.16% | 169 |
|
|
2014
Q1 | $3K | Hold |
31
| – | – | 0.01% | 261 |
|
|
2013
Q4 | $3K | Sell |
31
-2,593
| -99% | -$251K | ﹤0.01% | 276 |
|
|
2013
Q3 | $252K | Buy |
2,624
+2,534
| +2,816% | +$243K | 0.23% | 134 |
|
|
2013
Q2 | $9K | Buy |
+90
| New | +$9K | 0.01% | 265 |
|