Santa Fe Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-25,860
| Closed | -$3.06M | – | 191 |
|
|
2015
Q4 | $3.06M | Sell |
25,860
-11,777
| -31% | -$1.39M | 0.5% | 39 |
|
|
2015
Q3 | $3.71M | Buy |
+37,637
| New | +$3.71M | 0.49% | 37 |
|
|
2015
Q1 | – | Sell |
-23,173
| Closed | -$2.17M | – | 557 |
|
|
2014
Q4 | $2.17M | Buy |
+23,173
| New | +$2.17M | 0.27% | 150 |
|
|
2014
Q3 | – | Sell |
-2,574
| Closed | -$259K | – | 553 |
|
|
2014
Q2 | $259K | Sell |
2,574
-7,550
| -75% | -$760K | 0.04% | 439 |
|
|
2014
Q1 | $992K | Buy |
10,124
+7,147
| +240% | +$700K | 0.14% | 267 |
|
|
2013
Q4 | $289K | Buy |
+2,977
| New | +$289K | 0.05% | 409 |
|