PacWest Financial 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
Q3 | – | Sell |
-15,944
| Closed | -$1.52M | – | 84 |
|
|
2015
Q2 | $1.52M | Sell |
15,944
-765
| -5% | -$72.7K | 1.07% | 47 |
|
|
2015
Q1 | $1.63M | Sell |
16,709
-1,185
| -7% | -$115K | 1.15% | 41 |
|
|
2014
Q4 | $1.68M | Buy |
17,894
+115
| +0.6% | +$10.8K | 1.19% | 38 |
|
|
2014
Q3 | $1.69M | Buy |
17,779
+1,125
| +7% | +$107K | 1.25% | 31 |
|
|
2014
Q2 | $1.68M | Buy |
16,654
+11
| +0.1% | +$1.11K | 1.25% | 32 |
|
|
2014
Q1 | $1.63M | Sell |
16,643
-3,820
| -19% | -$375K | 1.26% | 31 |
|
|
2013
Q4 | $1.99K | Sell |
20,463
-590
| -3% | -$57 | 0.6% | 22 |
|
|
2013
Q3 | $2.03M | Buy |
21,053
+350
| +2% | +$33.7K | 1.75% | 18 |
|
|
2013
Q2 | $2.05M | Buy |
+20,703
| New | +$2.05M | 1.95% | 13 |
|