Cavalier Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,510
| Closed | -$2.23M | – | 90 |
|
|
2023
Q4 | $2.23M | Buy |
7,510
+169
| +2% | +$50.1K | 0.82% | 35 |
|
|
2023
Q3 | $1.93M | Buy |
7,341
+244
| +3% | +$64.3K | 0.76% | 36 |
|
|
2023
Q2 | $2.12M | Buy |
+7,097
| New | +$2.12M | 0.77% | 32 |
|
|
2019
Q1 | – | Sell |
-6,119
| Closed | -$1.09M | – | 150 |
|
|
2018
Q4 | $1.09M | Buy |
+6,119
| New | +$1.09M | 0.35% | 55 |
|