Core Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-115
| Closed | -$32.4K | – | 160 |
|
|
2024
Q1 | $32.4K | Buy |
115
+15
| +15% | +$4.23K | 0.01% | 120 |
|
|
2023
Q4 | $29.7K | Buy |
100
+9
| +10% | +$2.67K | 0.01% | 117 |
|
|
2023
Q3 | $24K | Hold |
91
| – | – | 0.01% | 104 |
|
|
2023
Q2 | $27.2K | Buy |
91
+60
| +194% | +$17.9K | 0.01% | 99 |
|
|
2023
Q1 | $8.67K | Hold |
31
| – | – | ﹤0.01% | 166 |
|
|
2022
Q4 | $8.17K | Buy |
+31
| New | +$8.17K | ﹤0.01% | 175 |
|
|
2021
Q3 | – | Sell |
-30
| Closed | -$7K | – | 202 |
|
|
2021
Q2 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 142 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$3K | – | 165 |
|
|
2019
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 107 |
|