Stifel Trust’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $5.73M | Sell |
60,423
-4,366
| -7% | -$414K | 1.1% | 29 |
|
|
2014
Q2 | $6.53M | Buy |
64,789
+204
| +0.3% | +$20.6K | 1.22% | 24 |
|
|
2014
Q1 | $6.33M | Sell |
64,585
-14,588
| -18% | -$1.43M | 1.2% | 27 |
|
|
2013
Q4 | $7.68M | Sell |
79,173
-3,454
| -4% | -$335K | 1.44% | 12 |
|
|
2013
Q3 | $7.95M | Sell |
82,627
-2,280
| -3% | -$219K | 1.58% | 8 |
|
|
2013
Q2 | $8.41M | Buy |
+84,907
| New | +$8.41M | 1.74% | 3 |
|