Sound View Wealth Advisors, LLC MCD Holdings History
Number of Shares
28,871.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
1.85%
Total Estimate Gain
$3.53 Mil
% of Total Estimate Gain
67.23%
Sound View Wealth Advisors, LLC's McDonald's Corp Holding Summary
As of 2019-03-31, Sound View Wealth Advisors, LLC held 28,871.00 shares of McDonald's Corp(MCD), totaling $5.48 Mil. This investment constitutes 1.85% of their stock portfolio, and Sound View Wealth Advisors, LLC now holds 0% of the outstanding McDonald's Corp(MCD) stock.
The initial trade took place in 2018Q4. In addition, there have been 1 sales at an average price of $181.41 for 727.00 shares. Based on historical transaction data and MCD's current price of $299.91, Sound View Wealth Advisors, LLC's estimated gain on his MCD holdings is $3.53 Mil, reflecting a 67.23% gain to date.
Sound View Wealth Advisors, LLC MCD ($299.91) Holding Chart
Sound View Wealth Advisors, LLC MCD ($299.91) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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