Parasol 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $301K | Sell |
2,320
-1,980
| -46% | -$257K | 0.49% | 17 |
|
|
2016
Q4 | $523K | Buy |
4,300
+38
| +0.9% | +$4.62K | 0.55% | 33 |
|
|
2016
Q3 | $492K | Sell |
4,262
-188
| -4% | -$21.7K | 0.51% | 33 |
|
|
2016
Q2 | $536K | Sell |
4,450
-445
| -9% | -$53.6K | 0.56% | 32 |
|
|
2016
Q1 | $615K | Buy |
4,895
+169
| +4% | +$21.2K | 0.6% | 26 |
|
|
2015
Q4 | $558K | Sell |
4,726
-345
| -7% | -$40.7K | 0.54% | 24 |
|
|
2015
Q3 | $500K | Sell |
5,071
-4,625
| -48% | -$456K | 0.45% | 27 |
|
|
2015
Q2 | $922K | Sell |
9,696
-235
| -2% | -$22.3K | 0.62% | 31 |
|
|
2015
Q1 | $968K | Buy |
9,931
+1,725
| +21% | +$168K | 0.61% | 29 |
|
|
2014
Q4 | $769K | Buy |
8,206
+1,055
| +15% | +$98.9K | 0.53% | 31 |
|
|
2014
Q3 | $678K | Buy |
7,151
+790
| +12% | +$74.9K | 0.47% | 32 |
|
|
2014
Q2 | $641K | Buy |
6,361
+3,930
| +162% | +$396K | 0.44% | 29 |
|
|
2014
Q1 | $238K | Buy |
2,431
+1,610
| +196% | +$158K | 0.17% | 35 |
|
|
2013
Q4 | $80K | Buy |
+821
| New | +$80K | 0.05% | 57 |
|