Capital Directions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $74.3K | Buy |
+282
| New | +$74.3K | 0.03% | 99 |
|
|
2022
Q3 | – | Sell |
-302
| Closed | -$75K | – | 114 |
|
|
2022
Q2 | $75K | Sell |
302
-132
| -30% | -$32.8K | 0.02% | 105 |
|
|
2022
Q1 | $107K | Buy |
+434
| New | +$107K | 0.03% | 94 |
|
|
2021
Q4 | – | Sell |
-296
| Closed | -$71K | – | 149 |
|
|
2021
Q3 | $71K | Sell |
296
-61
| -17% | -$14.6K | 0.02% | 112 |
|
|
2021
Q2 | $82K | Buy |
+357
| New | +$82K | 0.02% | 94 |
|
|
2021
Q1 | – | Sell |
-277
| Closed | -$59K | – | 283 |
|
|
2020
Q4 | $59K | Buy |
277
+25
| +10% | +$5.33K | 0.02% | 103 |
|
|
2020
Q3 | $55K | Buy |
252
+171
| +211% | +$37.3K | 0.02% | 103 |
|
|
2020
Q2 | $15K | Hold |
81
| – | – | 0.01% | 172 |
|
|
2020
Q1 | $13K | Buy |
81
+45
| +125% | +$7.22K | 0.01% | 190 |
|
|
2019
Q4 | $7K | Hold |
36
| – | – | ﹤0.01% | 226 |
|
|
2019
Q3 | $8K | Buy |
+36
| New | +$8K | ﹤0.01% | 219 |
|
|
2018
Q3 | – | Sell |
-36
| Closed | -$6K | – | 198 |
|
|
2018
Q2 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 130 |
|