Angeles Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,585
| Closed | -$693K | – | 175 |
|
|
2021
Q4 | $693K | Buy |
2,585
+1,080
| +72% | +$290K | 0.03% | 97 |
|
|
2021
Q3 | $363K | Buy |
1,505
+140
| +10% | +$33.8K | 0.02% | 136 |
|
|
2021
Q2 | $315K | Sell |
1,365
-62
| -4% | -$14.3K | 0.02% | 107 |
|
|
2021
Q1 | $320K | Hold |
1,427
| – | – | 0.02% | 88 |
|
|
2020
Q4 | $306K | Sell |
1,427
-147
| -9% | -$31.5K | 0.03% | 90 |
|
|
2020
Q3 | $345K | Sell |
1,574
-126
| -7% | -$27.6K | 0.04% | 81 |
|
|
2020
Q2 | $314K | Sell |
1,700
-593
| -26% | -$110K | 0.04% | 72 |
|
|
2020
Q1 | $431K | Sell |
2,293
-827
| -27% | -$155K | 0.12% | 57 |
|
|
2019
Q4 | $617K | Sell |
3,120
-195
| -6% | -$38.6K | 0.12% | 49 |
|
|
2019
Q3 | $712K | Buy |
+3,315
| New | +$712K | 0.15% | 38 |
|