Welch Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $5.28M | Sell |
30,652
-720
| -2% | -$124K | 3.35% | 8 |
|
2017
Q3 | $4.92M | Sell |
31,372
-934
| -3% | -$146K | 3.39% | 4 |
|
2017
Q2 | $4.95M | Sell |
32,306
-407
| -1% | -$62.3K | 3.68% | 1 |
|
2017
Q1 | $4.24M | Buy |
32,713
+1,580
| +5% | +$205K | 3.36% | 7 |
|
2016
Q4 | $3.79M | Buy |
+31,133
| New | +$3.79M | 3.31% | 9 |
|