Clear Perspectives Financial Planning’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $28.5K | Hold |
102
| – | – | 0.02% | 94 |
|
|
2022
Q4 | $26.9K | Sell |
102
-7
| -6% | -$1.85K | 0.01% | 110 |
|
|
2022
Q3 | $25K | Buy |
109
+12
| +12% | +$2.75K | 0.01% | 113 |
|
|
2022
Q2 | $24K | Sell |
97
-41
| -30% | -$10.1K | 0.01% | 119 |
|
|
2022
Q1 | $34K | Hold |
138
| – | – | 0.01% | 114 |
|
|
2021
Q4 | $37K | Buy |
138
+15
| +12% | +$4.02K | 0.02% | 119 |
|
|
2021
Q3 | $30K | Buy |
123
+41
| +50% | +$10K | 0.01% | 119 |
|
|
2021
Q2 | $19K | Hold |
82
| – | – | 0.01% | 139 |
|
|
2021
Q1 | $18K | Hold |
82
| – | – | 0.01% | 132 |
|
|
2020
Q4 | $18K | Buy |
+82
| New | +$18K | 0.01% | 128 |
|