ParenteBeard Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $2.36K | Sell |
221
-2,370
| -91% | -$25.3K | 0.03% | 94 |
|
2014
Q3 | $246K | Sell |
2,591
-139
| -5% | -$13.2K | 0.1% | 99 |
|
2014
Q2 | $275K | Buy |
2,730
+119
| +5% | +$12K | 0.12% | 88 |
|
2014
Q1 | $256K | Sell |
2,611
-12,257
| -82% | -$1.2M | 0.13% | 89 |
|
2013
Q4 | $1.44M | Buy |
14,868
+12,207
| +459% | +$1.18M | 0.57% | 51 |
|
2013
Q3 | $256K | Sell |
2,661
-370
| -12% | -$35.6K | 0.12% | 84 |
|
2013
Q2 | $300K | Buy |
+3,031
| New | +$300K | 0.14% | 75 |
|