WEC
Winslow Evans & Crocker’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $730K | Buy |
3,405
+491
| +17% | +$105K | 0.14% | 162 |
|
|
2020
Q3 | $640K | Sell |
2,914
-12
| -0.4% | -$2.64K | 0.16% | 134 |
|
|
2020
Q2 | $540K | Buy |
2,926
+50
| +2% | +$9.23K | 0.14% | 146 |
|
|
2020
Q1 | $476K | Buy |
2,876
+158
| +6% | +$26.2K | 0.16% | 136 |
|
|
2019
Q4 | $540K | Buy |
2,718
+182
| +7% | +$36.2K | 0.14% | 157 |
|
|
2019
Q3 | $546K | Buy |
2,536
+52
| +2% | +$11.2K | 0.15% | 144 |
|
|
2019
Q2 | $518K | Buy |
2,484
+492
| +25% | +$103K | 0.14% | 158 |
|
|
2019
Q1 | $380K | Buy |
1,992
+238
| +14% | +$45.4K | 0.11% | 196 |
|
|
2018
Q4 | $314K | Sell |
1,754
-90
| -5% | -$16.1K | 0.11% | 197 |
|
|
2018
Q3 | $310K | Buy |
1,844
+90
| +5% | +$15.1K | 0.09% | 207 |
|
|
2018
Q2 | $276K | Hold |
1,754
| – | – | 0.09% | 217 |
|
|
2018
Q1 | $274K | Sell |
1,754
-2,450
| -58% | -$383K | 0.09% | 214 |
|
|
2017
Q4 | $723K | Hold |
4,204
| – | – | 0.23% | 97 |
|
|
2017
Q3 | $658K | Buy |
4,204
+2,452
| +140% | +$384K | 0.22% | 111 |
|
|
2017
Q2 | $268K | Sell |
1,752
-2
| -0.1% | -$306 | 0.07% | 270 |
|
|
2017
Q1 | $227K | Buy |
1,754
+100
| +6% | +$12.9K | 0.07% | 281 |
|
|
2016
Q4 | $201K | Hold |
1,654
| – | – | 0.06% | 288 |
|
|
2016
Q3 | $191K | Hold |
1,654
| – | – | 0.05% | 306 |
|
|
2016
Q2 | $199K | Sell |
1,654
-6,225
| -79% | -$748K | 0.06% | 281 |
|
|
2016
Q1 | $990K | Sell |
7,879
-175
| -2% | -$22K | 0.3% | 83 |
|
|
2015
Q4 | $951K | Buy |
8,054
+5,976
| +288% | +$706K | 0.27% | 86 |
|
|
2015
Q3 | $205K | Sell |
2,078
-386
| -16% | -$38K | 0.06% | 269 |
|
|
2015
Q2 | $234K | Sell |
2,464
-144
| -6% | -$13.7K | 0.07% | 277 |
|
|
2015
Q1 | $254K | Sell |
2,608
-4
| -0.2% | -$389 | 0.07% | 267 |
|
|
2014
Q4 | $244K | Sell |
2,612
-738
| -22% | -$69.1K | 0.07% | 260 |
|
|
2014
Q3 | $317K | Sell |
3,350
-2,989
| -47% | -$283K | 0.09% | 235 |
|
|
2014
Q2 | $639K | Sell |
6,339
-421
| -6% | -$42.4K | 0.21% | 116 |
|
|
2014
Q1 | $663K | Sell |
6,760
-2,543
| -27% | -$249K | 0.23% | 104 |
|
|
2013
Q4 | $902K | Buy |
+9,303
| New | +$902K | 0.31% | 83 |
|