Value Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-38,757
| Closed | -$3.63M | – | 21 |
|
|
2014
Q4 | $3.63M | Hold |
38,757
| – | – | 5.92% | 4 |
|
|
2014
Q3 | $3.68M | Buy |
38,757
+12,582
| +48% | +$1.19M | 6.46% | 4 |
|
|
2014
Q2 | $2.64M | Hold |
26,175
| – | – | 3.72% | 12 |
|
|
2014
Q1 | $2.57M | Sell |
26,175
-525
| -2% | -$51.5K | 2.96% | 13 |
|
|
2013
Q4 | $2.59M | Buy |
+26,700
| New | +$2.59M | 1.94% | 14 |
|