SGAM
Steinberg Global Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $552K | Buy |
2,909
+399
| +16% | +$75.7K | 0.09% | 179 |
|
|
2018
Q4 | $446K | Sell |
2,510
-30
| -1% | -$5.33K | 0.08% | 183 |
|
|
2018
Q3 | $425K | Buy |
2,540
+75
| +3% | +$12.5K | 0.06% | 194 |
|
|
2018
Q2 | $386K | Buy |
2,465
+84
| +4% | +$13.2K | 0.06% | 191 |
|
|
2018
Q1 | $372K | Buy |
2,381
+158
| +7% | +$24.7K | 0.05% | 196 |
|
|
2017
Q4 | $383K | Buy |
2,223
+10
| +0.5% | +$1.72K | 0.06% | 199 |
|
|
2017
Q3 | $347K | Sell |
2,213
-86
| -4% | -$13.5K | 0.05% | 197 |
|
|
2017
Q2 | $352K | Buy |
2,299
+47
| +2% | +$7.2K | 0.05% | 203 |
|
|
2017
Q1 | $292K | Buy |
2,252
+542
| +32% | +$70.3K | 0.05% | 203 |
|
|
2016
Q4 | $208K | Buy |
+1,710
| New | +$208K | 0.04% | 221 |
|
|
2016
Q3 | – | Sell |
-2,255
| Closed | -$271K | – | 226 |
|
|
2016
Q2 | $271K | Sell |
2,255
-224
| -9% | -$26.9K | 0.05% | 188 |
|
|
2016
Q1 | $312K | Buy |
2,479
+24
| +1% | +$3.02K | 0.06% | 171 |
|
|
2015
Q4 | $290K | Sell |
2,455
-30
| -1% | -$3.54K | 0.06% | 185 |
|
|
2015
Q3 | $245K | Buy |
2,485
+55
| +2% | +$5.42K | 0.05% | 188 |
|
|
2015
Q2 | $231K | Buy |
2,430
+375
| +18% | +$35.6K | 0.04% | 208 |
|
|
2015
Q1 | $200K | Sell |
2,055
-360
| -15% | -$35K | 0.04% | 211 |
|
|
2014
Q4 | $226K | Sell |
2,415
-340
| -12% | -$31.8K | 0.05% | 172 |
|
|
2014
Q3 | $261K | Sell |
2,755
-977
| -26% | -$92.6K | 0.06% | 164 |
|
|
2014
Q2 | $376K | Buy |
3,732
+7
| +0.2% | +$705 | 0.09% | 142 |
|
|
2014
Q1 | $365K | Buy |
3,725
+6
| +0.2% | +$588 | 0.09% | 144 |
|
|
2013
Q4 | $361K | Buy |
3,719
+7
| +0.2% | +$679 | 0.08% | 161 |
|
|
2013
Q3 | $357K | Buy |
3,712
+362
| +11% | +$34.8K | 0.08% | 151 |
|
|
2013
Q2 | $332K | Buy |
+3,350
| New | +$332K | 0.09% | 154 |
|