SFPIA
Stevens First Principles Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $6K | Buy |
27
+9
| +50% | +$2K | ﹤0.01% | 130 |
|
|
2019
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 143 |
|
|
2018
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 142 |
|
|
2018
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 150 |
|
|
2018
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 144 |
|
|
2015
Q1 | – | Sell |
-800
| Closed | -$75K | – | 217 |
|
|
2014
Q4 | $75K | Sell |
800
-2,332
| -74% | -$219K | 0.05% | 121 |
|
|
2014
Q3 | $297K | Hold |
3,132
| – | – | 0.17% | 80 |
|
|
2014
Q2 | $316K | Buy |
3,132
+152
| +5% | +$15.3K | 0.17% | 75 |
|
|
2014
Q1 | $292K | Hold |
2,980
| – | – | 0.19% | 68 |
|
|
2013
Q4 | $289K | Sell |
2,980
-261
| -8% | -$25.3K | 0.17% | 72 |
|
|
2013
Q3 | $312K | Hold |
3,241
| – | – | 0.19% | 71 |
|
|
2013
Q2 | $321K | Buy |
+3,241
| New | +$321K | 0.23% | 63 |
|