Wealthfront’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.3M | Sell |
31,653
-1,701
| -5% | -$285K | 0.05% | 58 |
|
|
2018
Q2 | $5.23M | Sell |
33,354
-3,963
| -11% | -$621K | 0.05% | 55 |
|
|
2018
Q1 | $5.84M | Sell |
37,317
-1,195
| -3% | -$187K | 0.06% | 49 |
|
|
2017
Q4 | $6.63M | Buy |
38,512
+2,682
| +7% | +$462K | 0.07% | 44 |
|
|
2017
Q3 | $5.61M | Buy |
35,830
+1,651
| +5% | +$259K | 0.07% | 46 |
|
|
2017
Q2 | $5.24M | Buy |
34,179
+3,666
| +12% | +$562K | 0.08% | 47 |
|
|
2017
Q1 | $3.96M | Buy |
30,513
+3,471
| +13% | +$450K | 0.07% | 52 |
|
|
2016
Q4 | $3.29M | Buy |
27,042
+1,275
| +5% | +$155K | 0.07% | 46 |
|
|
2016
Q3 | $2.97M | Sell |
25,767
-1,267
| -5% | -$146K | 0.07% | 54 |
|
|
2016
Q2 | $3.25M | Sell |
27,034
-706
| -3% | -$85K | 0.09% | 44 |
|
|
2016
Q1 | $3.49M | Buy |
27,740
+5,414
| +24% | +$680K | 0.11% | 39 |
|
|
2015
Q4 | $2.64M | Buy |
22,326
+2,674
| +14% | +$316K | 0.09% | 43 |
|
|
2015
Q3 | $1.94M | Buy |
19,652
+13,751
| +233% | +$1.35M | 0.08% | 48 |
|
|
2015
Q2 | $561K | Buy |
5,901
+408
| +7% | +$38.8K | 0.02% | 95 |
|
|
2015
Q1 | $535K | Buy |
5,493
+3,774
| +220% | +$368K | 0.03% | 80 |
|
|
2014
Q4 | $161K | Sell |
1,719
-784
| -31% | -$73.4K | 0.01% | 265 |
|
|
2014
Q3 | $237K | Sell |
2,503
-1,951
| -44% | -$185K | 0.02% | 126 |
|
|
2014
Q2 | $450K | Buy |
4,454
+1,373
| +45% | +$139K | 0.04% | 46 |
|
|
2014
Q1 | $302K | Buy |
+3,081
| New | +$302K | 0.04% | 39 |
|