WFG Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $406K | Sell |
2,651
-36
| -1% | -$5.51K | 0.09% | 230 |
|
|
2017
Q1 | $348K | Sell |
2,687
-60
| -2% | -$7.77K | 0.09% | 234 |
|
|
2016
Q4 | $334K | Sell |
2,747
-5,159
| -65% | -$627K | 0.08% | 262 |
|
|
2016
Q3 | $912K | Sell |
7,906
-592
| -7% | -$68.3K | 0.23% | 108 |
|
|
2016
Q2 | $1.02M | Sell |
8,498
-1,474
| -15% | -$177K | 0.27% | 95 |
|
|
2016
Q1 | $1.25M | Sell |
9,972
-4,029
| -29% | -$506K | 0.36% | 65 |
|
|
2015
Q4 | $1.65M | Sell |
14,001
-157
| -1% | -$18.5K | 0.49% | 42 |
|
|
2015
Q3 | $1.4M | Buy |
14,158
+885
| +7% | +$87.2K | 0.44% | 48 |
|
|
2015
Q2 | $1.26M | Sell |
13,273
-289
| -2% | -$27.5K | 0.35% | 61 |
|
|
2015
Q1 | $1.32M | Sell |
13,562
-4,910
| -27% | -$479K | 0.37% | 54 |
|
|
2014
Q4 | $1.73M | Sell |
18,472
-593
| -3% | -$55.6K | 0.35% | 53 |
|
|
2014
Q3 | $1.81M | Buy |
19,065
+275
| +1% | +$26.1K | 0.34% | 52 |
|
|
2014
Q2 | $1.89M | Buy |
18,790
+606
| +3% | +$61.1K | 0.35% | 59 |
|
|
2014
Q1 | $1.78M | Sell |
18,184
-27,734
| -60% | -$2.72M | 0.36% | 49 |
|
|
2013
Q4 | $4.46M | Buy |
45,918
+939
| +2% | +$91.1K | 0.63% | 22 |
|
|
2013
Q3 | $4.33M | Sell |
44,979
-867
| -2% | -$83.4K | 0.67% | 25 |
|
|
2013
Q2 | $4.54M | Buy |
+45,846
| New | +$4.54M | 0.75% | 15 |
|