CWM
Confluence Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,868
| Closed | -$345K | – | 117 |
|
|
2020
Q2 | $345K | Buy |
1,868
+17
| +0.9% | +$3.14K | 0.16% | 89 |
|
|
2020
Q1 | $306K | Buy |
1,851
+679
| +58% | +$112K | 0.17% | 90 |
|
|
2019
Q4 | $232K | Buy |
+1,172
| New | +$232K | 0.11% | 112 |
|
|
2014
Q3 | – | Sell |
-3,079
| Closed | -$310K | – | 99 |
|
|
2014
Q2 | $310K | Buy |
+3,079
| New | +$310K | 0.18% | 99 |
|