Winfield Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-730
| Closed | -$157K | – | 152 |
|
|
2019
Q3 | $157K | Buy |
730
+30
| +4% | +$6.45K | 0.08% | 136 |
|
|
2019
Q2 | $145K | Buy |
+700
| New | +$145K | 0.08% | 122 |
|
|
2018
Q1 | – | Sell |
-1,109
| Closed | -$192K | – | 420 |
|
|
2017
Q4 | $192K | Hold |
1,109
| – | – | 0.1% | 123 |
|
|
2017
Q3 | $174K | Hold |
1,109
| – | – | 0.09% | 124 |
|
|
2017
Q2 | $169K | Hold |
1,109
| – | – | 0.09% | 126 |
|
|
2017
Q1 | $144K | Buy |
1,109
+105
| +10% | +$13.6K | 0.08% | 131 |
|
|
2016
Q4 | $123K | Sell |
1,004
-35
| -3% | -$4.29K | 0.08% | 137 |
|
|
2016
Q3 | $120K | Sell |
1,039
-35
| -3% | -$4.04K | 0.08% | 134 |
|
|
2016
Q2 | $129K | Buy |
1,074
+210
| +24% | +$25.2K | 0.08% | 127 |
|
|
2016
Q1 | $109K | Buy |
864
+564
| +188% | +$71.2K | 0.07% | 130 |
|
|
2015
Q4 | $35K | Buy |
+300
| New | +$35K | 0.02% | 178 |
|
|
2014
Q1 | – | Sell |
-5,236
| Closed | -$508K | – | 314 |
|
|
2013
Q4 | $508K | Buy |
+5,236
| New | +$508K | 0.42% | 78 |
|