BSWA
Bromfield Sneider Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $67.7K | Hold |
240
| – | – | 0.04% | 62 |
|
|
2023
Q4 | $71.2K | Hold |
240
| – | – | 0.05% | 61 |
|
|
2023
Q3 | $63.2K | Sell |
240
-100
| -29% | -$26.3K | 0.05% | 59 |
|
|
2023
Q2 | $101K | Hold |
340
| – | – | 0.08% | 47 |
|
|
2023
Q1 | $95.1K | Hold |
340
| – | – | 0.08% | 46 |
|
|
2022
Q4 | $89.6K | Hold |
340
| – | – | 0.08% | 46 |
|
|
2022
Q3 | $78K | Hold |
340
| – | – | 0.09% | 44 |
|
|
2022
Q2 | $84K | Sell |
340
-245
| -42% | -$60.5K | 0.1% | 43 |
|
|
2022
Q1 | $145K | Buy |
+585
| New | +$145K | 0.15% | 38 |
|