Sun Life Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-441
| Closed | -$99K | – | 328 |
|
|
2021
Q1 | $99K | Sell |
441
-1
| -0.2% | -$224 | 0.01% | 143 |
|
|
2020
Q4 | $95K | Sell |
442
-1
| -0.2% | -$215 | 0.01% | 139 |
|
|
2020
Q3 | $97K | Sell |
443
-4
| -0.9% | -$876 | 0.02% | 137 |
|
|
2020
Q2 | $82K | Buy |
447
+12
| +3% | +$2.2K | 0.02% | 131 |
|
|
2020
Q1 | $72K | Sell |
435
-14
| -3% | -$2.32K | 0.02% | 122 |
|
|
2019
Q4 | $89K | Sell |
449
-172
| -28% | -$34.1K | 0.02% | 122 |
|
|
2019
Q3 | $133K | Buy |
621
+1
| +0.2% | +$214 | 0.03% | 218 |
|
|
2019
Q2 | $129K | Sell |
620
-683
| -52% | -$142K | 0.03% | 218 |
|
|
2019
Q1 | $247K | Sell |
1,303
-835
| -39% | -$158K | 0.05% | 173 |
|
|
2018
Q4 | $380K | Buy |
2,138
+9
| +0.4% | +$1.6K | 0.08% | 127 |
|
|
2018
Q3 | $356K | Hold |
2,129
| – | – | 0.06% | 161 |
|
|
2018
Q2 | $334K | Buy |
2,129
+1,562
| +275% | +$245K | 0.05% | 165 |
|
|
2018
Q1 | $3.62K | Sell |
567
-1,178
| -68% | -$7.53K | 0.03% | 164 |
|
|
2017
Q4 | $300K | Sell |
1,745
-4,214
| -71% | -$724K | 0.03% | 127 |
|
|
2017
Q3 | $934K | Sell |
5,959
-9
| -0.2% | -$1.41K | 0.09% | 80 |
|
|
2017
Q2 | $914K | Buy |
5,968
+5,911
| +10,370% | +$905K | 0.1% | 76 |
|
|
2017
Q1 | $442 | Buy |
57
+3
| +6% | +$23 | ﹤0.01% | 184 |
|
|
2016
Q4 | $446 | Buy |
+54
| New | +$446 | 0.01% | 131 |
|