Stanford Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,067
| Closed | -$130K | – | 170 |
|
|
2016
Q4 | $130K | Buy |
1,067
+2
| +0.2% | +$244 | 0.06% | 74 |
|
|
2016
Q3 | $123K | Buy |
1,065
+1
| +0.1% | +$115 | 0.06% | 83 |
|
|
2016
Q2 | $128K | Buy |
1,064
+2
| +0.2% | +$241 | 0.07% | 78 |
|
|
2016
Q1 | $133K | Sell |
1,062
-114
| -10% | -$14.3K | 0.07% | 76 |
|
|
2015
Q4 | $139K | Buy |
1,176
+117
| +11% | +$13.8K | 0.08% | 78 |
|
|
2015
Q3 | $104K | Buy |
1,059
+1
| +0.1% | +$98 | 0.08% | 78 |
|
|
2015
Q2 | $101K | Buy |
1,058
+3
| +0.3% | +$286 | 0.08% | 83 |
|
|
2015
Q1 | $103K | Buy |
1,055
+3
| +0.3% | +$293 | 0.08% | 85 |
|
|
2014
Q4 | $99K | Buy |
+1,052
| New | +$99K | 0.08% | 91 |
|