VAM
Visionary Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $205K | Buy |
+1,152
| New | +$205K | 0.08% | 121 |
|
|
2018
Q3 | – | Sell |
-1,895
| Closed | -$297K | – | 310 |
|
|
2018
Q2 | $297K | Hold |
1,895
| – | – | 0.1% | 179 |
|
|
2018
Q1 | $304K | Buy |
1,895
+313
| +20% | +$50.2K | 0.1% | 160 |
|
|
2017
Q4 | $272K | Buy |
1,582
+32
| +2% | +$5.5K | 0.08% | 174 |
|
|
2017
Q3 | $243K | Sell |
1,550
-1,182
| -43% | -$185K | 0.07% | 175 |
|
|
2017
Q2 | $418K | Buy |
+2,732
| New | +$418K | 0.12% | 93 |
|
|
2015
Q1 | – | Sell |
-95
| Closed | -$9K | – | 158 |
|
|
2014
Q4 | $9K | Sell |
95
-29,626
| -100% | -$2.81M | ﹤0.01% | 144 |
|
|
2014
Q3 | $2.82M | Buy |
29,721
+8,802
| +42% | +$835K | 0.78% | 25 |
|
|
2014
Q2 | $2.11M | Buy |
20,919
+5,846
| +39% | +$589K | 0.49% | 39 |
|
|
2014
Q1 | $1.48M | Buy |
15,073
+4,074
| +37% | +$399K | 0.35% | 32 |
|
|
2013
Q4 | $1.07M | Buy |
+10,999
| New | +$1.07M | 0.28% | 21 |
|