Partnervest Advisory Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.34M | Buy |
6,084
+1,293
| +27% | +$284K | 0.42% | 49 |
|
|
2020
Q2 | $884K | Buy |
4,791
+2,698
| +129% | +$498K | 0.33% | 63 |
|
|
2020
Q1 | $346K | Buy |
2,093
+405
| +24% | +$67K | 0.16% | 114 |
|
|
2019
Q4 | $334K | Sell |
1,688
-235
| -12% | -$46.5K | 0.12% | 127 |
|
|
2019
Q3 | $413K | Buy |
1,923
+245
| +15% | +$52.6K | 0.15% | 121 |
|
|
2019
Q2 | $349K | Buy |
1,678
+1
| +0.1% | +$208 | 0.14% | 127 |
|
|
2019
Q1 | $318K | Buy |
1,677
+57
| +4% | +$10.8K | 0.13% | 142 |
|
|
2018
Q4 | $288K | Buy |
1,620
+321
| +25% | +$57.1K | 0.14% | 143 |
|
|
2018
Q3 | $217K | Buy |
+1,299
| New | +$217K | 0.09% | 194 |
|
|
2015
Q1 | – | Sell |
-3,334
| Closed | -$312K | – | 177 |
|
|
2014
Q4 | $312K | Sell |
3,334
-588
| -15% | -$55K | 0.15% | 111 |
|
|
2014
Q3 | $372K | Buy |
3,922
+210
| +6% | +$19.9K | 0.19% | 90 |
|
|
2014
Q2 | $374K | Sell |
3,712
-71
| -2% | -$7.15K | 0.17% | 94 |
|
|
2014
Q1 | $371K | Sell |
3,783
-1,058
| -22% | -$104K | 0.17% | 93 |
|
|
2013
Q4 | $470K | Buy |
4,841
+1,678
| +53% | +$163K | 0.22% | 72 |
|
|
2013
Q3 | $304K | Buy |
3,163
+389
| +14% | +$37.4K | 0.16% | 84 |
|
|
2013
Q2 | $275K | Buy |
+2,774
| New | +$275K | 0.13% | 76 |
|