YMRC
Yorktown Management & Research Company’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,020
| Closed | -$433K | – | 266 |
|
2020
Q4 | $433K | Hold |
2,020
| – | – | 0.39% | 113 |
|
2020
Q3 | $443K | Buy |
2,020
+220
| +12% | +$48.2K | 0.41% | 71 |
|
2020
Q2 | $332K | Buy |
+1,800
| New | +$332K | 0.3% | 122 |
|
2019
Q2 | – | Sell |
-7,000
| Closed | -$1.33M | – | 336 |
|
2019
Q1 | $1.33M | Hold |
7,000
| – | – | 0.43% | 54 |
|
2018
Q4 | $1.24M | Hold |
7,000
| – | – | 0.41% | 64 |
|
2018
Q3 | $1.17M | Hold |
7,000
| – | – | 0.34% | 82 |
|
2018
Q2 | $1.1M | Hold |
7,000
| – | – | 0.32% | 87 |
|
2018
Q1 | $1.1M | Hold |
7,000
| – | – | 0.32% | 73 |
|
2017
Q4 | $1.21M | Hold |
7,000
| – | – | 0.35% | 71 |
|
2017
Q3 | $1.1M | Sell |
7,000
-2,000
| -22% | -$313K | 0.29% | 61 |
|
2017
Q2 | $1.38M | Hold |
9,000
| – | – | 0.44% | 40 |
|
2017
Q1 | $1.17M | Hold |
9,000
| – | – | 0.3% | 74 |
|
2016
Q4 | $1.1M | Buy |
+9,000
| New | +$1.1M | 0.28% | 70 |
|
2016
Q1 | – | Sell |
-2,500
| Closed | -$295K | – | 395 |
|
2015
Q4 | $295K | Hold |
2,500
| – | – | 0.05% | 247 |
|
2015
Q3 | $246K | Hold |
2,500
| – | – | 0.04% | 341 |
|
2015
Q2 | $238K | Hold |
2,500
| – | – | 0.04% | 389 |
|
2015
Q1 | $244K | Hold |
2,500
| – | – | 0.04% | 348 |
|
2014
Q4 | $234K | Sell |
2,500
-500
| -17% | -$46.8K | 0.05% | 330 |
|
2014
Q3 | $284K | Hold |
3,000
| – | – | 0.05% | 193 |
|
2014
Q2 | $302K | Hold |
3,000
| – | – | 0.06% | 202 |
|
2014
Q1 | $294K | Hold |
3,000
| – | – | 0.06% | 204 |
|
2013
Q4 | $291K | Hold |
3,000
| – | – | 0.06% | 201 |
|
2013
Q3 | $289K | Hold |
3,000
| – | – | 0.06% | 178 |
|
2013
Q2 | $297K | Buy |
+3,000
| New | +$297K | 0.06% | 140 |
|