Staton Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $4.97M | Sell |
32,426
-1,912
| -6% | -$293K | 4.22% | 2 |
|
2017
Q1 | $4.45M | Sell |
34,338
-416
| -1% | -$53.9K | 3.82% | 5 |
|
2016
Q4 | $4.23M | Sell |
34,754
-356
| -1% | -$43.3K | 3.82% | 6 |
|
2016
Q3 | $4.05M | Sell |
35,110
-741
| -2% | -$85.5K | 3.71% | 7 |
|
2016
Q2 | $4.31M | Sell |
35,851
-6,826
| -16% | -$821K | 3.95% | 7 |
|
2016
Q1 | $5.36M | Sell |
42,677
-8,387
| -16% | -$1.05M | 5.14% | 1 |
|
2015
Q4 | $6.03M | Sell |
51,064
-3,454
| -6% | -$408K | 6.17% | 2 |
|
2015
Q3 | $5.37M | Sell |
54,518
-3,573
| -6% | -$352K | 5.69% | 2 |
|
2015
Q2 | $5.52M | Sell |
58,091
-80
| -0.1% | -$7.61K | 5.24% | 3 |
|
2015
Q1 | $5.67M | Buy |
+58,171
| New | +$5.67M | 5.18% | 1 |
|