Orca 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,799
| Closed | -$370K | – | 84 |
|
|
2015
Q1 | $370K | Hold |
3,799
| – | – | 0.33% | 67 |
|
|
2014
Q4 | $356K | Hold |
3,799
| – | – | 0.32% | 72 |
|
|
2014
Q3 | $360K | Buy |
3,799
+37
| +1% | +$3.51K | 0.31% | 74 |
|
|
2014
Q2 | $379K | Sell |
3,762
-1,163
| -24% | -$117K | 0.3% | 71 |
|
|
2014
Q1 | $483K | Sell |
4,925
-50
| -1% | -$4.9K | 0.4% | 54 |
|
|
2013
Q4 | $483K | Buy |
+4,975
| New | +$483K | 0.39% | 56 |
|