BAM
Baldrige Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-160
| Closed | -$43K | – | 336 |
|
|
2021
Q4 | $43K | Sell |
160
-22
| -12% | -$5.91K | 0.02% | 180 |
|
|
2021
Q3 | $44K | Sell |
182
-23
| -11% | -$5.56K | 0.02% | 171 |
|
|
2021
Q2 | $47K | Buy |
+205
| New | +$47K | 0.02% | 170 |
|
|
2019
Q3 | – | Sell |
-415
| Closed | -$86K | – | 82 |
|
|
2019
Q2 | $86K | Hold |
415
| – | – | 0.08% | 69 |
|
|
2019
Q1 | $79K | Buy |
+415
| New | +$79K | 0.08% | 67 |
|