Tirschwell & Loewy’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.46M | Hold |
7,700
| – | – | 0.2% | 47 |
|
|
2018
Q4 | $1.37M | Hold |
7,700
| – | – | 0.21% | 48 |
|
|
2018
Q3 | $1.29M | Sell |
7,700
-1,450
| -16% | -$243K | 0.16% | 48 |
|
|
2018
Q2 | $1.43M | Hold |
9,150
| – | – | 0.19% | 49 |
|
|
2018
Q1 | $1.43M | Buy |
9,150
+1,350
| +17% | +$211K | 0.2% | 53 |
|
|
2017
Q4 | $1.34M | Sell |
7,800
-1,575
| -17% | -$271K | 0.19% | 54 |
|
|
2017
Q3 | $1.47M | Hold |
9,375
| – | – | 0.22% | 53 |
|
|
2017
Q2 | $1.44M | Hold |
9,375
| – | – | 0.23% | 56 |
|
|
2017
Q1 | $1.22M | Buy |
9,375
+125
| +1% | +$16.2K | 0.2% | 60 |
|
|
2016
Q4 | $1.13M | Sell |
9,250
-1,150
| -11% | -$140K | 0.2% | 61 |
|
|
2016
Q3 | $1.2M | Sell |
10,400
-450
| -4% | -$51.9K | 0.2% | 60 |
|
|
2016
Q2 | $1.31M | Sell |
10,850
-300
| -3% | -$36.1K | 0.23% | 59 |
|
|
2016
Q1 | $1.4M | Sell |
11,150
-1,475
| -12% | -$186K | 0.25% | 60 |
|
|
2015
Q4 | $1.49M | Buy |
12,625
+575
| +5% | +$68K | 0.26% | 55 |
|
|
2015
Q3 | $1.19M | Buy |
12,050
+250
| +2% | +$24.6K | 0.22% | 60 |
|
|
2015
Q2 | $1.12M | Hold |
11,800
| – | – | 0.19% | 62 |
|
|
2015
Q1 | $1.15M | Hold |
11,800
| – | – | 0.19% | 61 |
|
|
2014
Q4 | $1.11M | Buy |
11,800
+2,025
| +21% | +$190K | 0.18% | 61 |
|
|
2014
Q3 | $927K | Buy |
9,775
+450
| +5% | +$42.7K | 0.15% | 63 |
|
|
2014
Q2 | $939K | Hold |
9,325
| – | – | 0.15% | 63 |
|
|
2014
Q1 | $914K | Buy |
9,325
+2,150
| +30% | +$211K | 0.16% | 64 |
|
|
2013
Q4 | $696K | Buy |
7,175
+1,975
| +38% | +$192K | 0.12% | 67 |
|
|
2013
Q3 | $500K | Buy |
5,200
+850
| +20% | +$81.7K | 0.1% | 71 |
|
|
2013
Q2 | $431K | Buy |
+4,350
| New | +$431K | 0.09% | 71 |
|