US Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-106
| Closed | -$13K | – | 252 |
|
2016
Q1 | $13K | Sell |
106
-1,537
| -94% | -$189K | 0.02% | 191 |
|
2015
Q4 | $194K | Buy |
1,643
+405
| +33% | +$47.8K | 0.18% | 65 |
|
2015
Q3 | $122K | Hold |
1,238
| – | – | 0.2% | 62 |
|
2015
Q2 | $118K | Sell |
1,238
-348
| -22% | -$33.2K | 0.11% | 62 |
|
2015
Q1 | $155K | Sell |
1,586
-100
| -6% | -$9.77K | 0.14% | 60 |
|
2014
Q4 | $158K | Buy |
+1,686
| New | +$158K | 0.14% | 57 |
|