Oakwood Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,095
| Closed | -$206K | – | 82 |
|
|
2015
Q3 | $206K | Buy |
+2,095
| New | +$206K | 0.06% | 71 |
|
|
2015
Q2 | – | Sell |
-2,095
| Closed | -$204K | – | 93 |
|
|
2015
Q1 | $204K | Sell |
2,095
-440
| -17% | -$42.8K | 0.06% | 76 |
|
|
2014
Q4 | $238K | Buy |
+2,535
| New | +$238K | 0.07% | 74 |
|
|
2013
Q4 | – | Sell |
-31,362
| Closed | -$3.02M | – | 75 |
|
|
2013
Q3 | $3.02M | Buy |
31,362
+908
| +3% | +$87.3K | 1.1% | 42 |
|
|
2013
Q2 | $3.02M | Buy |
+30,454
| New | +$3.02M | 1.19% | 41 |
|