Trevor, Stewart, Burton & Jacobsen’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $450K | Sell |
3,805
-500
| -12% | -$59.1K | 0.51% | 35 |
|
|
2015
Q3 | $424K | Sell |
4,305
-110
| -2% | -$10.8K | 0.49% | 34 |
|
|
2015
Q2 | $420K | Buy |
4,415
+2,310
| +110% | +$220K | 0.37% | 34 |
|
|
2015
Q1 | $205K | Buy |
+2,105
| New | +$205K | 0.17% | 37 |
|
|
2014
Q3 | – | Sell |
-4,655
| Closed | -$469K | – | 56 |
|
|
2014
Q2 | $469K | Sell |
4,655
-2,150
| -32% | -$217K | 0.24% | 50 |
|
|
2014
Q1 | $667K | Sell |
6,805
-6,450
| -49% | -$632K | 0.32% | 41 |
|
|
2013
Q4 | $1.29M | Sell |
13,255
-9,790
| -42% | -$951K | 0.59% | 34 |
|
|
2013
Q3 | $2.22M | Sell |
23,045
-785
| -3% | -$75.5K | 1.15% | 28 |
|
|
2013
Q2 | $2.36M | Buy |
+23,830
| New | +$2.36M | 1.26% | 29 |
|