Windsor Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-43,603
| Closed | -$5.48M | – | 75 |
|
2016
Q1 | $5.48M | Buy |
43,603
+234
| +0.5% | +$29.4K | 2.51% | 13 |
|
2015
Q4 | $5.12M | Sell |
43,369
-1,439
| -3% | -$170K | 2.49% | 11 |
|
2015
Q3 | $4.42M | Buy |
44,808
+194
| +0.4% | +$19.1K | 2.12% | 21 |
|
2015
Q2 | $4.24M | Buy |
44,614
+40,886
| +1,097% | +$3.89M | 1.83% | 27 |
|
2015
Q1 | $363K | Buy |
+3,728
| New | +$363K | 0.16% | 69 |
|