STALEY CAPITAL ADVISERS’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,009
| Closed | -$469K | – | 146 |
|
|
2014
Q4 | $469K | Buy |
5,009
+90
| +2% | +$8.43K | 0.05% | 80 |
|
|
2014
Q3 | $466K | Buy |
4,919
+160
| +3% | +$15.2K | 0.06% | 82 |
|
|
2014
Q2 | $479K | Hold |
4,759
| – | – | 0.06% | 81 |
|
|
2014
Q1 | $467K | Hold |
4,759
| – | – | 0.06% | 82 |
|
|
2013
Q4 | $462K | Sell |
4,759
-10,000
| -68% | -$971K | 0.06% | 76 |
|
|
2013
Q3 | $1.42M | Buy |
14,759
+135
| +0.9% | +$13K | 0.22% | 56 |
|
|
2013
Q2 | $1.45M | Buy |
+14,624
| New | +$1.45M | 0.23% | 55 |
|