CMH Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,895
| Closed | -$1.97M | – | 51 |
|
|
2020
Q1 | $1.97M | Buy |
11,895
+321
| +3% | +$53.1K | 1.15% | 41 |
|
|
2019
Q4 | $2.29M | Buy |
11,574
+345
| +3% | +$68.2K | 1.17% | 39 |
|
|
2019
Q3 | $2.41M | Sell |
11,229
-245
| -2% | -$52.6K | 1.37% | 33 |
|
|
2019
Q2 | $2.38M | Sell |
11,474
-615
| -5% | -$128K | 1.4% | 31 |
|
|
2019
Q1 | $2.3M | Buy |
12,089
+315
| +3% | +$59.8K | 1.39% | 31 |
|
|
2018
Q4 | $2.09M | Buy |
11,774
+60
| +0.5% | +$10.7K | 1.26% | 33 |
|
|
2018
Q3 | $1.95M | Buy |
11,714
+1,545
| +15% | +$257K | 1.02% | 37 |
|
|
2018
Q2 | $1.6M | Buy |
+10,169
| New | +$1.6M | 0.91% | 39 |
|