SRCM
Swift Run Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,000
| Closed | -$496K | – | 57 |
|
|
2020
Q1 | $496K | Hold |
3,000
| – | – | 0.7% | 28 |
|
|
2019
Q4 | $593K | Hold |
3,000
| – | – | 0.78% | 17 |
|
|
2019
Q3 | $644K | Hold |
3,000
| – | – | 0.6% | 21 |
|
|
2019
Q2 | $623K | Hold |
3,000
| – | – | 0.57% | 23 |
|
|
2019
Q1 | $570K | Hold |
3,000
| – | – | 0.53% | 23 |
|
|
2018
Q4 | $533K | Hold |
3,000
| – | – | 0.56% | 21 |
|
|
2018
Q3 | $502K | Hold |
3,000
| – | – | 0.44% | 25 |
|
|
2018
Q2 | $470K | Hold |
3,000
| – | – | 0.41% | 26 |
|
|
2018
Q1 | $469K | Hold |
3,000
| – | – | 0.34% | 33 |
|
|
2017
Q4 | $516K | Hold |
3,000
| – | – | 0.32% | 30 |
|
|
2017
Q3 | $470K | Hold |
3,000
| – | – | 0.25% | 34 |
|
|
2017
Q2 | $459K | Hold |
3,000
| – | – | 0.26% | 33 |
|
|
2017
Q1 | $389K | Hold |
3,000
| – | – | 0.23% | 39 |
|
|
2016
Q4 | $365K | Hold |
3,000
| – | – | 0.22% | 38 |
|
|
2016
Q3 | $346K | Hold |
3,000
| – | – | 0.2% | 45 |
|
|
2016
Q2 | $361K | Hold |
3,000
| – | – | 0.23% | 43 |
|
|
2016
Q1 | $377K | Hold |
3,000
| – | – | 0.23% | 41 |
|
|
2015
Q4 | $354K | Sell |
3,000
-200
| -6% | -$23.6K | 0.21% | 40 |
|
|
2015
Q3 | $315K | Hold |
3,200
| – | – | 0.16% | 41 |
|
|
2015
Q2 | $304K | Hold |
3,200
| – | – | 0.13% | 48 |
|
|
2015
Q1 | $312K | Buy |
+3,200
| New | +$312K | 0.14% | 49 |
|
|
2014
Q4 | – | Sell |
-3,200
| Closed | -$303K | – | 52 |
|
|
2014
Q3 | $303K | Hold |
3,200
| – | – | 0.16% | 42 |
|
|
2014
Q2 | $322K | Hold |
3,200
| – | – | 0.14% | 41 |
|
|
2014
Q1 | $314K | Buy |
+3,200
| New | +$314K | 0.17% | 40 |
|