Caerus Investment 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
Q4 | – | Sell |
-1,119
| Closed | -$295K | – | 39 |
|
|
2023
Q3 | $295K | Hold |
1,119
| – | – | 0.3% | 28 |
|
|
2023
Q2 | $334K | Sell |
1,119
-500
| -31% | -$149K | 0.38% | 25 |
|
|
2023
Q1 | $453K | Hold |
1,619
| – | – | 0.52% | 30 |
|
|
2022
Q4 | $427K | Sell |
1,619
-500
| -24% | -$132K | 0.65% | 22 |
|
|
2022
Q3 | $489K | Hold |
2,119
| – | – | 0.62% | 23 |
|
|
2022
Q2 | $523K | Hold |
2,119
| – | – | 0.63% | 24 |
|
|
2022
Q1 | $524K | Buy |
2,119
+509
| +32% | +$126K | 0.63% | 26 |
|
|
2021
Q4 | $432K | Buy |
+1,610
| New | +$432K | 0.47% | 32 |
|