S.R. Schill & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,209
| Closed | -$533K | – | 83 |
|
|
2021
Q3 | $533K | Hold |
2,209
| – | – | 0.23% | 46 |
|
|
2021
Q2 | $510K | Hold |
2,209
| – | – | 0.2% | 49 |
|
|
2021
Q1 | $495K | Hold |
2,209
| – | – | 0.22% | 48 |
|
|
2020
Q4 | $474K | Hold |
2,209
| – | – | 0.22% | 47 |
|
|
2020
Q3 | $485K | Hold |
2,209
| – | – | 0.25% | 45 |
|
|
2020
Q2 | $407K | Hold |
2,209
| – | – | 0.24% | 51 |
|
|
2020
Q1 | $365K | Hold |
2,209
| – | – | 0.24% | 49 |
|
|
2019
Q4 | $437K | Hold |
2,209
| – | – | 0.24% | 60 |
|
|
2019
Q3 | $474K | Hold |
2,209
| – | – | 0.26% | 52 |
|
|
2019
Q2 | $459K | Hold |
2,209
| – | – | 0.28% | 54 |
|
|
2019
Q1 | $419K | Hold |
2,209
| – | – | 0.25% | 58 |
|
|
2018
Q4 | $392K | Hold |
2,209
| – | – | 0.28% | 56 |
|
|
2018
Q3 | $370K | Hold |
2,209
| – | – | 0.23% | 63 |
|
|
2018
Q2 | $346K | Hold |
2,209
| – | – | 0.21% | 65 |
|
|
2018
Q1 | $345K | Hold |
2,209
| – | – | 0.21% | 62 |
|
|
2017
Q4 | $380K | Hold |
2,209
| – | – | 0.23% | 56 |
|
|
2017
Q3 | $346K | Hold |
2,209
| – | – | 0.21% | 57 |
|
|
2017
Q2 | $338K | Hold |
2,209
| – | – | 0.21% | 55 |
|
|
2017
Q1 | $286K | Hold |
2,209
| – | – | 0.18% | 60 |
|
|
2016
Q4 | $269K | Hold |
2,209
| – | – | 0.17% | 59 |
|
|
2016
Q3 | $255K | Hold |
2,209
| – | – | 0.17% | 61 |
|
|
2016
Q2 | $266K | Hold |
2,209
| – | – | 0.18% | 55 |
|
|
2016
Q1 | $278K | Sell |
2,209
-300
| -12% | -$37.8K | 0.19% | 55 |
|
|
2015
Q4 | $296K | Sell |
2,509
-150
| -6% | -$17.7K | 0.21% | 54 |
|
|
2015
Q3 | $262K | Buy |
2,659
+283
| +12% | +$27.9K | 0.19% | 61 |
|
|
2015
Q2 | $226K | Buy |
+2,376
| New | +$226K | 0.15% | 65 |
|