Vontobel Swiss Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$692K | – | 93 |
|
|
2019
Q4 | $692K | Sell |
3,500
-1,525
| -30% | -$302K | 0.45% | 56 |
|
|
2019
Q3 | $1.08M | Sell |
5,025
-1,325
| -21% | -$285K | 0.7% | 46 |
|
|
2019
Q2 | $1.32M | Buy |
+6,350
| New | +$1.32M | 0.71% | 51 |
|
|
2016
Q4 | – | Sell |
-20,511
| Closed | -$2.37M | – | 76 |
|
|
2016
Q3 | $2.37M | Sell |
20,511
-4,680
| -19% | -$540K | 1.27% | 26 |
|
|
2016
Q2 | $2.73M | Buy |
25,191
+2,071
| +9% | +$224K | 1.62% | 23 |
|
|
2016
Q1 | $2.91M | Sell |
23,120
-65
| -0.3% | -$8.17K | 1.55% | 28 |
|
|
2015
Q4 | $2.74M | Sell |
23,185
-79
| -0.3% | -$9.33K | 1.61% | 27 |
|
|
2015
Q3 | $2.24M | Sell |
23,264
-6,079
| -21% | -$585K | 1.54% | 27 |
|
|
2015
Q2 | $2.5M | Buy |
29,343
+6,651
| +29% | +$568K | 1.68% | 22 |
|
|
2015
Q1 | $2.21M | Sell |
22,692
-12,368
| -35% | -$1.21M | 1.5% | 24 |
|
|
2014
Q4 | $3.29M | Buy |
+35,060
| New | +$3.29M | 2.4% | 15 |
|