SMG
Spectrum Management Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $305K | Hold |
1,323
| – | – | 0.07% | 95 |
|
|
2022
Q2 | $327K | Hold |
1,323
| – | – | 0.08% | 92 |
|
|
2022
Q1 | $327K | Hold |
1,323
| – | – | 0.05% | 106 |
|
|
2021
Q4 | $355K | Sell |
1,323
-194
| -13% | -$52.1K | 0.05% | 108 |
|
|
2021
Q3 | $366K | Buy |
1,517
+191
| +14% | +$46.1K | 0.06% | 102 |
|
|
2021
Q2 | $306K | Buy |
1,326
+3
| +0.2% | +$692 | 0.05% | 101 |
|
|
2021
Q1 | $297K | Hold |
1,323
| – | – | 0.06% | 105 |
|
|
2020
Q4 | $284K | Buy |
1,323
+52
| +4% | +$11.2K | 0.06% | 102 |
|
|
2020
Q3 | $279K | Buy |
1,271
+113
| +10% | +$24.8K | 0.07% | 101 |
|
|
2020
Q2 | $214K | Sell |
1,158
-82
| -7% | -$15.2K | 0.05% | 105 |
|
|
2020
Q1 | $205K | Sell |
1,240
-863
| -41% | -$143K | 0.07% | 89 |
|
|
2019
Q4 | $416K | Hold |
2,103
| – | – | 0.17% | 73 |
|
|
2019
Q3 | $452K | Sell |
2,103
-850
| -29% | -$183K | 0.15% | 64 |
|
|
2019
Q2 | $613K | Buy |
2,953
+149
| +5% | +$30.9K | 0.17% | 59 |
|
|
2019
Q1 | $532K | Buy |
2,804
+181
| +7% | +$34.3K | 0.16% | 60 |
|
|
2018
Q4 | $466K | Buy |
2,623
+850
| +48% | +$151K | 0.16% | 56 |
|
|
2018
Q3 | $297K | Sell |
1,773
-19
| -1% | -$3.18K | 0.09% | 70 |
|
|
2018
Q2 | $281K | Buy |
1,792
+19
| +1% | +$2.98K | 0.1% | 71 |
|
|
2018
Q1 | $277K | Sell |
1,773
-100
| -5% | -$15.6K | 0.1% | 72 |
|
|
2017
Q4 | $322K | Hold |
1,873
| – | – | 0.11% | 73 |
|
|
2017
Q3 | $293K | Hold |
1,873
| – | – | 0.1% | 108 |
|
|
2017
Q2 | $287K | Buy |
+1,873
| New | +$287K | 0.11% | 77 |
|
|
2016
Q4 | – | Sell |
-3,118
| Closed | -$360K | – | 91 |
|
|
2016
Q3 | $360K | Buy |
3,118
+1,180
| +61% | +$136K | 0.15% | 75 |
|
|
2016
Q2 | $233K | Buy |
1,938
+465
| +32% | +$55.9K | 0.1% | 85 |
|
|
2016
Q1 | $185K | Buy |
1,473
+1,240
| +532% | +$156K | 0.07% | 85 |
|
|
2015
Q4 | $28K | Hold |
233
| – | – | 0.01% | 143 |
|
|
2015
Q3 | $23K | Hold |
233
| – | – | 0.01% | 114 |
|
|
2015
Q2 | $22K | Sell |
233
-250
| -52% | -$23.6K | 0.01% | 81 |
|
|
2015
Q1 | $47K | Sell |
483
-100
| -17% | -$9.73K | 0.02% | 53 |
|
|
2014
Q4 | $55K | Buy |
583
+200
| +52% | +$18.9K | 0.02% | 55 |
|
|
2014
Q3 | $36K | Sell |
383
-250
| -39% | -$23.5K | 0.02% | 70 |
|
|
2014
Q2 | $64K | Hold |
633
| – | – | 0.04% | 54 |
|
|
2014
Q1 | $62K | Hold |
633
| – | – | 0.04% | 51 |
|
|
2013
Q4 | $61K | Buy |
+633
| New | +$61K | 0.04% | 55 |
|