CPA
Clear Perspective Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.26M | Sell |
4,692
-520
| -10% | -$139K | 0.38% | 45 |
|
|
2021
Q3 | $1.26M | Sell |
5,212
-105
| -2% | -$25.3K | 0.43% | 40 |
|
|
2021
Q2 | $1.23M | Buy |
5,317
+142
| +3% | +$32.8K | 0.43% | 44 |
|
|
2021
Q1 | $1.16M | Buy |
5,175
+390
| +8% | +$87.4K | 0.45% | 42 |
|
|
2020
Q4 | $1.03M | Buy |
4,785
+302
| +7% | +$64.8K | 0.42% | 45 |
|
|
2020
Q3 | $719 | Hold |
4,483
| – | – | 0.34% | 53 |
|
|
2020
Q2 | $827K | Sell |
4,483
-1,015
| -18% | -$187K | 0.45% | 42 |
|
|
2020
Q1 | $909K | Buy |
5,498
+2,007
| +57% | +$332K | 0.61% | 32 |
|
|
2019
Q4 | $690K | Sell |
3,491
-601
| -15% | -$119K | 0.43% | 56 |
|
|
2019
Q3 | $879K | Hold |
4,092
| – | – | 0.4% | 56 |
|
|
2019
Q2 | $850K | Hold |
4,092
| – | – | 0.55% | 47 |
|
|
2019
Q1 | $784K | Hold |
4,092
| – | – | 0.56% | 49 |
|
|
2018
Q4 | $727K | Sell |
4,092
-96
| -2% | -$17.1K | 0.6% | 47 |
|
|
2018
Q3 | $701K | Hold |
4,188
| – | – | 0.52% | 59 |
|
|
2018
Q2 | $656K | Sell |
4,188
-78
| -2% | -$12.2K | 0.46% | 65 |
|
|
2018
Q1 | $667K | Sell |
4,266
-15
| -0.4% | -$2.35K | 0.5% | 55 |
|
|
2017
Q4 | $737K | Hold |
4,281
| – | – | 0.56% | 44 |
|
|
2017
Q3 | $671K | Sell |
4,281
-10
| -0.2% | -$1.57K | 0.55% | 44 |
|
|
2017
Q2 | $657K | Hold |
4,291
| – | – | 0.55% | 48 |
|
|
2017
Q1 | $556K | Hold |
4,291
| – | – | 0.37% | 58 |
|
|
2016
Q4 | $522K | Buy |
+4,291
| New | +$522K | 0.35% | 67 |
|