BPWA
Beacon Pointe Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $702K | Sell |
3,541
-771
| -18% | -$153K | 0.13% | 130 |
|
|
2019
Q3 | $926K | Sell |
4,312
-836
| -16% | -$180K | 0.2% | 104 |
|
|
2019
Q2 | $1.07M | Buy |
5,148
+542
| +12% | +$112K | 0.23% | 95 |
|
|
2019
Q1 | $871K | Buy |
4,606
+265
| +6% | +$50.1K | 0.2% | 104 |
|
|
2018
Q4 | $773K | Buy |
+4,341
| New | +$773K | 0.28% | 94 |
|