Stellar Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,098
| Closed | -$389K | – | 64 |
|
|
2016
Q1 | $389K | Sell |
3,098
-300
| -9% | -$37.7K | 0.43% | 51 |
|
|
2015
Q4 | $401K | Sell |
3,398
-275
| -7% | -$32.5K | 0.48% | 49 |
|
|
2015
Q3 | $362K | Buy |
3,673
+5
| +0.1% | +$493 | 0.47% | 50 |
|
|
2015
Q2 | $349K | Sell |
3,668
-200
| -5% | -$19K | 0.38% | 53 |
|
|
2015
Q1 | $377K | Buy |
3,868
+150
| +4% | +$14.6K | 0.37% | 55 |
|
|
2014
Q4 | $348K | Sell |
3,718
-369
| -9% | -$34.5K | 0.37% | 53 |
|
|
2014
Q3 | $387K | Sell |
4,087
-465
| -10% | -$44K | 0.43% | 53 |
|
|
2014
Q2 | $459K | Sell |
4,552
-280
| -6% | -$28.2K | 0.51% | 51 |
|
|
2014
Q1 | $474K | Buy |
4,832
+165
| +4% | +$16.2K | 0.53% | 51 |
|
|
2013
Q4 | $453K | Buy |
+4,667
| New | +$453K | 0.48% | 53 |
|