SAM
Security Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,064
| Closed | -$302K | – | 78 |
|
|
2015
Q3 | $302K | Sell |
3,064
-490
| -14% | -$48.3K | 0.32% | 64 |
|
|
2015
Q2 | $338K | Sell |
3,554
-261
| -7% | -$24.8K | 0.31% | 68 |
|
|
2015
Q1 | $372K | Sell |
3,815
-550
| -13% | -$53.6K | 0.36% | 61 |
|
|
2014
Q4 | $409K | Buy |
+4,365
| New | +$409K | 0.41% | 61 |
|