Oliver Luxxe Assets’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-11,412
| Closed | -$2.4M | – | 134 |
|
2019
Q3 | $2.4M | Buy |
11,412
+440
| +4% | +$92.4K | 1.4% | 28 |
|
2019
Q2 | $2.33M | Sell |
10,972
-874
| -7% | -$185K | 1.29% | 37 |
|
2019
Q1 | $2.25M | Sell |
11,846
-3,740
| -24% | -$710K | 1.3% | 34 |
|
2018
Q4 | $2.77M | Buy |
+15,586
| New | +$2.77M | 1.87% | 20 |
|