Winifred I. Li’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $15K | Sell |
157
-541
| -78% | -$51.7K | 0.01% | 383 |
|
|
2014
Q3 | $66K | Sell |
698
-2,372
| -77% | -$224K | 0.06% | 243 |
|
|
2014
Q2 | $309K | Sell |
3,070
-152
| -5% | -$15.3K | 0.26% | 100 |
|
|
2014
Q1 | $316K | Sell |
3,222
-607
| -16% | -$59.5K | 0.27% | 103 |
|
|
2013
Q4 | $372K | Sell |
3,829
-592
| -13% | -$57.5K | 0.32% | 97 |
|
|
2013
Q3 | $425K | Sell |
4,421
-4,112
| -48% | -$395K | 0.39% | 87 |
|
|
2013
Q2 | $845K | Buy |
+8,533
| New | +$845K | 0.79% | 31 |
|