Ategra Capital Management’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 |
-1,108
| Closed | -$297K | – | 105 |
|
2021
Q4 | $297K | Hold |
1,108
| – | – | 0.13% | 91 |
|
2021
Q3 | $267K | Hold |
1,108
| – | – | 0.13% | 92 |
|
2021
Q2 | $256K | Sell |
1,108
-429
| -28% | -$99.2K | 0.12% | 95 |
|
2021
Q1 | $345K | Buy |
1,537
+7
| +0.5% | +$1.57K | 0.19% | 80 |
|
2020
Q4 | $329K | Buy |
1,530
+6
| +0.4% | +$1.29K | 0.23% | 73 |
|
2020
Q3 | $335K | Buy |
1,524
+6
| +0.4% | +$1.32K | 0.3% | 65 |
|
2020
Q2 | $280K | Buy |
1,518
+34
| +2% | +$6.27K | 0.27% | 68 |
|
2020
Q1 | $246K | Sell |
1,484
-62
| -4% | -$10.3K | 0.29% | 63 |
|
2019
Q4 | $306K | Sell |
1,546
-313
| -17% | -$61.9K | 0.26% | 67 |
|
2019
Q3 | $399K | Sell |
1,859
-324
| -15% | -$69.6K | 0.36% | 55 |
|
2019
Q2 | $453K | Sell |
2,183
-335
| -13% | -$69.6K | 0.42% | 49 |
|
2019
Q1 | $478K | Buy |
+2,518
| New | +$478K | 0.47% | 43 |
|