Security National Trust’s McDonald's MCD Stock Holding History

Security National Trust’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$2.02M	Hold	8,722	–	–	0.47%	67
2021 Q2	$2.02M	Sell	8,722 -165	-2%	-$38.1K	0.45%	69
2021 Q1	$1.99M	Buy	8,887 +568	+7%	+$127K	0.47%	67
2020 Q4	$1.79M	Sell	8,319 -71	-0.8%	-$15.2K	0.44%	67
2020 Q3	$1.84M	Buy	8,390 +252	+3%	+$55.3K	0.52%	64
2020 Q2	$1.5M	Buy	8,138 +625	+8%	+$115K	0.45%	68
2020 Q1	$1.24M	Buy	7,513 +277	+4%	+$45.8K	0.45%	66
2019 Q4	$1.43M	Buy	7,236 +52	+0.7%	+$10.3K	0.42%	71
2019 Q3	$1.54M	Sell	7,184 -55	-0.8%	-$11.8K	0.48%	64
2019 Q2	$1.5M	Sell	7,239 -113	-2%	-$23.5K	0.47%	64
2019 Q1	$1.4M	Buy	7,352 +1,125	+18%	+$214K	0.45%	68
2018 Q4	$1.11M	Buy	6,227 +210	+3%	+$37.3K	0.41%	68
2018 Q3	$1.01M	Sell	6,017 -195	-3%	-$32.6K	0.32%	79
2018 Q2	$973K	Sell	6,212 -137	-2%	-$21.5K	0.32%	78
2018 Q1	$993K	Buy	6,349 +175	+3%	+$27.4K	0.33%	81
2017 Q4	$1.06M	Buy	6,174 +215	+4%	+$37K	0.34%	78
2017 Q3	$933K	Sell	5,959 -30	-0.5%	-$4.7K	0.31%	82
2017 Q2	$917K	Buy	5,989 +100	+2%	+$15.3K	0.31%	84
2017 Q1	$764K	Buy	5,889 +477	+9%	+$61.9K	0.26%	88
2016 Q4	$659K	Buy	5,412 +2,407	+80%	+$293K	0.24%	94
2016 Q3	$347K	Buy	3,005 +270	+10%	+$31.2K	0.13%	130
2016 Q2	$329K	Sell	2,735 -185	-6%	-$22.3K	0.12%	130
2016 Q1	$367K	Sell	2,920 -50	-2%	-$6.28K	0.14%	122
2015 Q4	$351K	Hold	2,970	–	–	0.14%	124
2015 Q3	$292K	Buy	2,970 +25	+0.8%	+$2.46K	0.11%	144
2015 Q2	$280K	Sell	2,945 -430	-13%	-$40.9K	0.1%	161
2015 Q1	$329K	Buy	3,375 +80	+2%	+$7.8K	0.12%	144
2014 Q4	$309K	Sell	3,295 -299	-8%	-$28K	0.11%	144
2014 Q3	$340K	Hold	3,594	–	–	0.14%	127
2014 Q2	$362K	Sell	3,594 -180	-5%	-$18.1K	0.14%	126
2014 Q1	$370K	Buy	3,774 +100	+3%	+$9.8K	0.15%	122
2013 Q4	$356K	Buy	3,674 +405	+12%	+$39.2K	0.15%	120
2013 Q3	$314K	Buy	3,269 +299	+10%	+$28.7K	0.14%	123
2013 Q2	$294K	Buy	+2,970	New	+$294K	0.14%	121