Baltimore-Washington Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-846
| Closed | -$253K | – | 145 |
|
|
2023
Q2 | $253K | Sell |
846
-12
| -1% | -$3.58K | 0.02% | 122 |
|
|
2023
Q1 | $240K | Buy |
+858
| New | +$240K | 0.02% | 128 |
|
|
2014
Q4 | – | Sell |
-5
| Closed | – | – | 291 |
|
|
2014
Q3 | $0 | Sell |
5
-195
| -98% | – | ﹤0.01% | 316 |
|
|
2014
Q2 | $20K | Hold |
200
| – | – | 0.01% | 212 |
|
|
2014
Q1 | $20K | Hold |
200
| – | – | 0.01% | 181 |
|
|
2013
Q4 | $19K | Hold |
200
| – | – | 0.01% | 208 |
|
|
2013
Q3 | $19K | Hold |
200
| – | – | 0.01% | 158 |
|
|
2013
Q2 | $20K | Buy |
+200
| New | +$20K | 0.01% | 137 |
|