Beacon Bridge Wealth Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-858
| Closed | -$254K | – | 105 |
|
|
2023
Q4 | $254K | Sell |
858
-136
| -14% | -$40.3K | 0.13% | 82 |
|
|
2023
Q3 | $262K | Sell |
994
-203
| -17% | -$53.5K | 0.14% | 68 |
|
|
2023
Q2 | $357K | Sell |
1,197
-27
| -2% | -$8.06K | 0.18% | 53 |
|
|
2023
Q1 | $342K | Sell |
1,224
-92
| -7% | -$25.7K | 0.21% | 55 |
|
|
2022
Q4 | $347K | Buy |
+1,316
| New | +$347K | 0.25% | 50 |
|