Rikoon Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $1.54M | Sell |
6,862
-1,051
| -13% | -$236K | 0.41% | 53 |
|
2020
Q4 | $1.7M | Sell |
7,913
-196
| -2% | -$42.1K | 0.47% | 44 |
|
2020
Q3 | $1.78M | Buy |
8,109
+1
| +0% | +$220 | 0.55% | 40 |
|
2020
Q2 | $1.5M | Buy |
8,108
+588
| +8% | +$108K | 0.5% | 46 |
|
2020
Q1 | $1.24M | Buy |
7,520
+641
| +9% | +$106K | 0.51% | 46 |
|
2019
Q4 | $1.36M | Buy |
6,879
+11
| +0.2% | +$2.17K | 0.47% | 54 |
|
2019
Q3 | $1.48M | Buy |
6,868
+1
| +0% | +$215 | 0.55% | 46 |
|
2019
Q2 | $1.43M | Buy |
6,867
+1
| +0% | +$208 | 0.53% | 46 |
|
2019
Q1 | $1.3M | Sell |
6,866
-16
| -0.2% | -$3.04K | 0.49% | 52 |
|
2018
Q4 | $1.22M | Sell |
6,882
-15
| -0.2% | -$2.66K | 0.51% | 49 |
|
2018
Q3 | $1.15M | Buy |
6,897
+60
| +0.9% | +$10K | 0.41% | 64 |
|
2018
Q2 | $1.07M | Buy |
6,837
+433
| +7% | +$67.8K | 0.41% | 65 |
|
2018
Q1 | $1.01M | Buy |
6,404
+2,855
| +80% | +$450K | 0.41% | 66 |
|
2017
Q4 | $611K | Buy |
3,549
+1
| +0% | +$172 | 0.25% | 96 |
|
2017
Q3 | $556K | Sell |
3,548
-235
| -6% | -$36.8K | 0.24% | 99 |
|
2017
Q2 | $579K | Buy |
3,783
+1
| +0% | +$153 | 0.26% | 97 |
|
2017
Q1 | $529K | Buy |
3,782
+1
| +0% | +$140 | 0.23% | 103 |
|
2016
Q4 | $475K | Buy |
3,781
+1,986
| +111% | +$249K | 0.21% | 108 |
|
2016
Q3 | $207K | Buy |
+1,795
| New | +$207K | 0.16% | 130 |
|