VWM
Vector Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $333K | Buy |
2,734
+131
| +5% | +$16K | 0.23% | 58 |
|
|
2016
Q3 | $300K | Buy |
2,603
+5
| +0.2% | +$576 | 0.21% | 61 |
|
|
2016
Q2 | $313K | Buy |
2,598
+5
| +0.2% | +$602 | 0.21% | 58 |
|
|
2016
Q1 | $326K | Buy |
2,593
+17
| +0.7% | +$2.14K | 0.24% | 51 |
|
|
2015
Q4 | $304K | Buy |
2,576
+25
| +1% | +$2.95K | 0.24% | 57 |
|
|
2015
Q3 | $291K | Sell |
2,551
-294
| -10% | -$33.5K | 0.23% | 57 |
|
|
2015
Q2 | $270K | Buy |
2,845
+7
| +0.2% | +$664 | 0.21% | 58 |
|
|
2015
Q1 | $277K | Sell |
2,838
-342
| -11% | -$33.4K | 0.22% | 56 |
|
|
2014
Q4 | $298K | Sell |
3,180
-20
| -0.6% | -$1.87K | 0.22% | 48 |
|
|
2014
Q3 | $304K | Buy |
3,200
+215
| +7% | +$20.4K | 0.22% | 38 |
|
|
2014
Q2 | $301K | Sell |
2,985
-18
| -0.6% | -$1.82K | 0.22% | 35 |
|
|
2014
Q1 | $294K | Buy |
3,003
+213
| +8% | +$20.9K | 0.21% | 35 |
|
|
2013
Q4 | $270K | Buy |
2,790
+14
| +0.5% | +$1.36K | 0.19% | 42 |
|
|
2013
Q3 | $267K | Sell |
2,776
-4
| -0.1% | -$385 | 0.19% | 45 |
|
|
2013
Q2 | $275K | Buy |
+2,780
| New | +$275K | 0.2% | 43 |
|