Security National Bank of Sioux City Iowa’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8,371
| Closed | -$1.05M | – | 71 |
|
|
2016
Q1 | $1.05M | Sell |
8,371
-1,310
| -14% | -$165K | 1.23% | 38 |
|
|
2015
Q4 | $1.14M | Buy |
9,681
+78
| +0.8% | +$9.21K | 1.13% | 40 |
|
|
2015
Q3 | $946K | Sell |
9,603
-15
| -0.2% | -$1.48K | 1.11% | 50 |
|
|
2015
Q2 | $915K | Buy |
9,618
+125
| +1% | +$11.9K | 1% | 57 |
|
|
2015
Q1 | $925K | Buy |
9,493
+468
| +5% | +$45.6K | 1% | 56 |
|
|
2014
Q4 | $845K | Sell |
9,025
-138
| -2% | -$12.9K | 0.95% | 53 |
|
|
2014
Q3 | $869K | Buy |
9,163
+645
| +8% | +$61.2K | 0.97% | 55 |
|
|
2014
Q2 | $858K | Buy |
8,518
+120
| +1% | +$12.1K | 0.97% | 55 |
|
|
2014
Q1 | $823K | Buy |
8,398
+50
| +0.6% | +$4.9K | 0.96% | 57 |
|
|
2013
Q4 | $810K | Buy |
8,348
+590
| +8% | +$57.2K | 0.98% | 57 |
|
|
2013
Q3 | $747K | Buy |
7,758
+183
| +2% | +$17.6K | 1.08% | 53 |
|
|
2013
Q2 | $750K | Buy |
+7,575
| New | +$750K | 1.17% | 47 |
|