Stevens First Principles Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $6K | Buy |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $75K | Sell |
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|
2014
Q3 | $297K | Hold |
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|
2014
Q2 | $316K | Buy |
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|
2014
Q1 | $292K | Hold |
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|
2013
Q4 | $289K | Sell |
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|
2013
Q3 | $312K | Hold |
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|
2013
Q2 | $321K | Buy |
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