SWM
SVA Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.95M | Sell |
9,081
-112
| -1% | -$24K | 0.17% | 97 |
|
|
2020
Q3 | $2.02M | Sell |
9,193
-593
| -6% | -$130K | 0.2% | 95 |
|
|
2020
Q2 | $1.81M | Sell |
9,786
-170
| -2% | -$31.4K | 0.19% | 97 |
|
|
2020
Q1 | $1.65M | Sell |
9,956
-860
| -8% | -$142K | 0.19% | 92 |
|
|
2019
Q4 | $2.14M | Sell |
10,816
-130
| -1% | -$25.7K | 0.2% | 94 |
|
|
2019
Q3 | $2.35M | Buy |
10,946
+418
| +4% | +$89.7K | 0.23% | 88 |
|
|
2019
Q2 | $2.19M | Sell |
10,528
-108
| -1% | -$22.4K | 0.22% | 89 |
|
|
2019
Q1 | $2.02M | Sell |
10,636
-398
| -4% | -$75.6K | 0.2% | 94 |
|
|
2018
Q4 | $1.96M | Sell |
11,034
-1,164
| -10% | -$207K | 0.22% | 91 |
|
|
2018
Q3 | $2.04M | Sell |
12,198
-125
| -1% | -$20.9K | 0.21% | 90 |
|
|
2018
Q2 | $1.93M | Sell |
12,323
-850
| -6% | -$133K | 0.21% | 93 |
|
|
2018
Q1 | $2.06M | Buy |
13,173
+234
| +2% | +$36.7K | 0.26% | 89 |
|
|
2017
Q4 | $2.23M | Sell |
12,939
-234
| -2% | -$40.3K | 0.26% | 87 |
|
|
2017
Q3 | $2.06M | Sell |
13,173
-207
| -2% | -$32.4K | 0.26% | 89 |
|
|
2017
Q2 | $2.05M | Sell |
13,380
-409
| -3% | -$62.6K | 0.27% | 87 |
|
|
2017
Q1 | $1.79M | Sell |
13,789
-18,529
| -57% | -$2.4M | 0.24% | 89 |
|
|
2016
Q4 | $3.93M | Buy |
32,318
+546
| +2% | +$66.5K | 0.59% | 56 |
|
|
2016
Q3 | $3.67M | Buy |
31,772
+2,193
| +7% | +$253K | 0.57% | 55 |
|
|
2016
Q2 | $3.56M | Sell |
29,579
-381
| -1% | -$45.9K | 0.58% | 54 |
|
|
2016
Q1 | $3.77M | Sell |
29,960
-2,399
| -7% | -$301K | 0.62% | 51 |
|
|
2015
Q4 | $3.82M | Buy |
32,359
+308
| +1% | +$36.4K | 0.66% | 49 |
|
|
2015
Q3 | $3.16M | Buy |
32,051
+1,585
| +5% | +$156K | 0.59% | 58 |
|
|
2015
Q2 | $2.9M | Sell |
30,466
-214
| -0.7% | -$20.3K | 0.53% | 63 |
|
|
2015
Q1 | $2.99M | Buy |
30,680
+15,480
| +102% | +$1.51M | 0.55% | 64 |
|
|
2014
Q4 | $1.42M | Buy |
15,200
+632
| +4% | +$59.2K | 0.52% | 44 |
|
|
2014
Q3 | $1.38M | Buy |
14,568
+1,251
| +9% | +$119K | 0.59% | 42 |
|
|
2014
Q2 | $1.34M | Buy |
13,317
+224
| +2% | +$22.6K | 0.57% | 45 |
|
|
2014
Q1 | $1.28M | Buy |
13,093
+2,374
| +22% | +$233K | 0.61% | 42 |
|
|
2013
Q4 | $1.04M | Buy |
+10,719
| New | +$1.04M | 0.62% | 44 |
|