WealthTrust Fairport’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $291K | Sell |
1,532
-400
| -21% | -$76K | 0.03% | 150 |
|
|
2018
Q4 | $343K | Buy |
1,932
+7
| +0.4% | +$1.24K | 0.04% | 144 |
|
|
2018
Q3 | $322K | Buy |
1,925
+783
| +69% | +$131K | 0.03% | 144 |
|
|
2018
Q2 | $179K | Sell |
1,142
-150
| -12% | -$23.5K | 0.02% | 167 |
|
|
2018
Q1 | $202K | Buy |
+1,292
| New | +$202K | 0.02% | 154 |
|
|
2017
Q3 | – | Sell |
-1,387
| Closed | -$212K | – | 160 |
|
|
2017
Q2 | $212K | Buy |
+1,387
| New | +$212K | 0.02% | 153 |
|
|
2014
Q3 | – | Sell |
-66
| Closed | -$7K | – | 392 |
|
|
2014
Q2 | $7K | Sell |
66
-543
| -89% | -$57.6K | ﹤0.01% | 251 |
|
|
2014
Q1 | $60K | Sell |
609
-39,120
| -98% | -$3.85M | 0.01% | 144 |
|
|
2013
Q4 | $3.86M | Sell |
39,729
-2,605
| -6% | -$253K | 0.6% | 66 |
|
|
2013
Q3 | $4.07M | Sell |
42,334
-1,161
| -3% | -$112K | 0.67% | 59 |
|
|
2013
Q2 | $4.31M | Buy |
+43,495
| New | +$4.31M | 0.76% | 54 |
|