SMFS
Squar Milner Financial Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,436
| Closed | -$449K | – | 112 |
|
|
2020
Q2 | $449K | Buy |
2,436
+250
| +11% | +$46.1K | 0.26% | 105 |
|
|
2020
Q1 | $361K | Sell |
2,186
-46
| -2% | -$7.6K | 0.22% | 104 |
|
|
2019
Q4 | $441K | Sell |
2,232
-227
| -9% | -$44.9K | 0.22% | 103 |
|
|
2019
Q3 | $540K | Buy |
2,459
+1,111
| +82% | +$244K | 0.28% | 93 |
|
|
2019
Q2 | $280K | Buy |
1,348
+1,060
| +368% | +$220K | 0.19% | 128 |
|
|
2019
Q1 | $54K | Hold |
288
| – | – | 0.04% | 312 |
|
|
2018
Q4 | $51K | Buy |
288
+153
| +113% | +$27.1K | 0.05% | 289 |
|
|
2018
Q3 | $23K | Sell |
135
-1,562
| -92% | -$266K | 0.02% | 399 |
|
|
2018
Q2 | $266K | Buy |
1,697
+102
| +6% | +$16K | 0.23% | 115 |
|
|
2018
Q1 | $249K | Hold |
1,595
| – | – | 0.31% | 114 |
|
|
2017
Q4 | $284K | Buy |
+1,595
| New | +$284K | 0.34% | 102 |
|