Wealthcare Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-431
| Closed | -$97K | – | 418 |
|
2021
Q1 | $97K | Buy |
+431
| New | +$97K | 0.01% | 103 |
|
2020
Q2 | – | Sell |
-421
| Closed | -$70K | – | 158 |
|
2020
Q1 | $70K | Sell |
421
-37
| -8% | -$6.15K | 0.01% | 78 |
|
2019
Q4 | $91K | Buy |
458
+54
| +13% | +$10.7K | 0.01% | 81 |
|
2019
Q3 | $87K | Hold |
404
| – | – | 0.01% | 81 |
|
2019
Q2 | $84K | Hold |
404
| – | – | 0.01% | 79 |
|
2019
Q1 | $77K | Hold |
404
| – | – | 0.01% | 81 |
|
2018
Q4 | $72K | Sell |
404
-100
| -20% | -$17.8K | 0.01% | 81 |
|
2018
Q3 | $84K | Hold |
504
| – | – | 0.01% | 74 |
|
2018
Q2 | $79K | Hold |
504
| – | – | 0.01% | 72 |
|
2018
Q1 | $79K | Hold |
504
| – | – | 0.01% | 71 |
|
2017
Q4 | $87K | Buy |
504
+100
| +25% | +$17.3K | 0.01% | 70 |
|
2017
Q3 | $63K | Hold |
404
| – | – | 0.01% | 74 |
|
2017
Q2 | $62K | Hold |
404
| – | – | 0.01% | 76 |
|
2017
Q1 | $52K | Hold |
404
| – | – | 0.01% | 79 |
|
2016
Q4 | $49K | Hold |
404
| – | – | 0.01% | 77 |
|
2016
Q3 | $47K | Hold |
404
| – | – | 0.01% | 75 |
|
2016
Q2 | $49K | Hold |
404
| – | – | 0.01% | 72 |
|
2016
Q1 | $51K | Hold |
404
| – | – | 0.01% | 79 |
|
2015
Q4 | $48K | Hold |
404
| – | – | 0.01% | 87 |
|
2015
Q3 | $40K | Sell |
404
-9
| -2% | -$891 | ﹤0.01% | 100 |
|
2015
Q2 | $39K | Sell |
413
-2,481
| -86% | -$234K | ﹤0.01% | 119 |
|
2015
Q1 | $282K | Buy |
2,894
+2,428
| +521% | +$237K | 0.03% | 79 |
|
2014
Q4 | $44K | Hold |
466
| – | – | 0.01% | 91 |
|
2014
Q3 | $44K | Hold |
466
| – | – | 0.01% | 89 |
|
2014
Q2 | $47K | Sell |
466
-28
| -6% | -$2.82K | 0.01% | 84 |
|
2014
Q1 | $48K | Buy |
494
+366
| +286% | +$35.6K | 0.01% | 84 |
|
2013
Q4 | $12K | Hold |
128
| – | – | ﹤0.01% | 76 |
|
2013
Q3 | $12K | Buy |
128
+1
| +0.8% | +$94 | ﹤0.01% | 73 |
|
2013
Q2 | $13K | Buy |
+127
| New | +$13K | ﹤0.01% | 74 |
|