TA
Trellis Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,344
| Closed | -$225K | – | 47 |
|
|
2018
Q3 | $225K | Sell |
1,344
-36
| -3% | -$6.03K | 0.2% | 44 |
|
|
2018
Q2 | $217K | Sell |
1,380
-206
| -13% | -$32.4K | 0.2% | 40 |
|
|
2018
Q1 | $248K | Buy |
1,586
+20
| +1% | +$3.13K | 0.24% | 33 |
|
|
2017
Q4 | $269K | Buy |
+1,566
| New | +$269K | 0.25% | 30 |
|