Alan B. Lancz & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,967
| Closed | -$550K | – | 160 |
|
|
2023
Q1 | $550K | Buy |
1,967
+11
| +0.6% | +$3.08K | 0.57% | 45 |
|
|
2022
Q4 | $526K | Buy |
1,956
+10
| +0.5% | +$2.69K | 0.53% | 51 |
|
|
2022
Q3 | $449K | Buy |
1,946
+9
| +0.5% | +$2.08K | 0.53% | 50 |
|
|
2022
Q2 | $510K | Sell |
1,937
-4
| -0.2% | -$1.05K | 0.5% | 51 |
|
|
2022
Q1 | $480K | Buy |
1,941
+10
| +0.5% | +$2.47K | 0.42% | 71 |
|
|
2021
Q4 | $518K | Buy |
+1,931
| New | +$518K | 0.45% | 64 |
|