Zions Trust National Association’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 | $108K | Buy |
1,153
+87
| +8% | +$8.15K | 0.16% | 58 |
|
2014
Q3 | $101K | Hold |
1,066
| – | – | 0.14% | 58 |
|
2014
Q2 | $108K | Sell |
1,066
-65
| -6% | -$6.59K | 0.15% | 58 |
|
2014
Q1 | $111K | Buy |
1,131
+150
| +15% | +$14.7K | 0.16% | 60 |
|
2013
Q4 | $95K | Buy |
981
+287
| +41% | +$27.8K | 0.13% | 62 |
|
2013
Q3 | $67K | Buy |
694
+125
| +22% | +$12.1K | 0.1% | 73 |
|
2013
Q2 | $56K | Buy |
+569
| New | +$56K | 0.08% | 82 |
|