BT Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,832
| Closed | -$700K | – | 72 |
|
|
2022
Q1 | $700K | Sell |
2,832
-162
| -5% | -$40K | 0.18% | 31 |
|
|
2021
Q4 | $803K | Buy |
+2,994
| New | +$803K | 0.22% | 29 |
|
|
2019
Q1 | – | Sell |
-1,370
| Closed | -$241K | – | 84 |
|
|
2018
Q4 | $241K | Buy |
+1,370
| New | +$241K | 0.1% | 87 |
|