Cadent Capital 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 |
-1,210
| Closed | -$361K | – | 135 |
|
|
2023
Q2 | $361K | Sell |
1,210
-7
| -0.6% | -$2.09K | 0.22% | 70 |
|
|
2023
Q1 | $340K | Buy |
1,217
+63
| +5% | +$17.6K | 0.16% | 73 |
|
|
2022
Q4 | $304K | Buy |
1,154
+3
| +0.3% | +$790 | 0.15% | 82 |
|
|
2022
Q3 | $265K | Buy |
1,151
+3
| +0.3% | +$691 | 0.15% | 82 |
|
|
2022
Q2 | $283K | Sell |
1,148
-32
| -3% | -$7.89K | 0.16% | 75 |
|
|
2022
Q1 | $292K | Buy |
1,180
+39
| +3% | +$9.65K | 0.13% | 99 |
|
|
2021
Q4 | $306K | Sell |
1,141
-132
| -10% | -$35.4K | 0.14% | 91 |
|
|
2021
Q3 | $307K | Buy |
1,273
+3
| +0.2% | +$723 | 0.14% | 91 |
|
|
2021
Q2 | $293K | Buy |
1,270
+3
| +0.2% | +$692 | 0.12% | 108 |
|
|
2021
Q1 | $284K | Buy |
1,267
+3
| +0.2% | +$672 | 0.13% | 97 |
|
|
2020
Q4 | $271K | Buy |
+1,264
| New | +$271K | 0.13% | 89 |
|