Rowland Carmichael Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $511K | Buy |
2,383
+13
| +0.5% | +$2.79K | 0.16% | 138 |
|
|
2020
Q3 | $520K | Buy |
2,370
+29
| +1% | +$6.36K | 0.2% | 122 |
|
|
2020
Q2 | $432K | Sell |
2,341
-1,420
| -38% | -$262K | 0.18% | 137 |
|
|
2020
Q1 | $622K | Sell |
3,761
-1,653
| -31% | -$273K | 0.32% | 87 |
|
|
2019
Q4 | $1.07M | Buy |
5,414
+3
| +0.1% | +$593 | 0.37% | 52 |
|
|
2019
Q3 | $1.16M | Buy |
5,411
+85
| +2% | +$18.3K | 0.4% | 48 |
|
|
2019
Q2 | $1.11M | Buy |
5,326
+63
| +1% | +$13.1K | 0.38% | 54 |
|
|
2019
Q1 | $999K | Sell |
5,263
-650
| -11% | -$123K | 0.37% | 58 |
|
|
2018
Q4 | $1.05M | Sell |
5,913
-468
| -7% | -$83.1K | 0.46% | 35 |
|
|
2018
Q3 | $1.07M | Sell |
6,381
-212
| -3% | -$35.5K | 0.41% | 53 |
|
|
2018
Q2 | $1.03M | Sell |
6,593
-344
| -5% | -$53.9K | 0.44% | 46 |
|
|
2018
Q1 | $1.09M | Buy |
6,937
+6
| +0.1% | +$938 | 0.59% | 36 |
|
|
2017
Q4 | $1.19M | Sell |
6,931
-327
| -5% | -$56.3K | 0.61% | 35 |
|
|
2017
Q3 | $1.14M | Sell |
7,258
-52
| -0.7% | -$8.15K | 0.63% | 34 |
|
|
2017
Q2 | $1.12M | Buy |
7,310
+290
| +4% | +$44.4K | 0.65% | 30 |
|
|
2017
Q1 | $910K | Sell |
7,020
-1,139
| -14% | -$148K | 0.55% | 48 |
|
|
2016
Q4 | $993K | Sell |
8,159
-321
| -4% | -$39.1K | 0.59% | 46 |
|
|
2016
Q3 | $978K | Buy |
8,480
+398
| +5% | +$45.9K | 0.62% | 51 |
|
|
2016
Q2 | $973K | Buy |
8,082
+350
| +5% | +$42.1K | 0.61% | 51 |
|
|
2016
Q1 | $972K | Buy |
+7,732
| New | +$972K | 0.9% | 26 |
|