CWMU
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Caliber Wealth Management (Utah)’s McDonald's MCD Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,179
Closed -$311K – 78
2022
Q4 		$311K Buy
+1,179
New +$311K 0.24% 76