Covenant Multifamily Offices’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$595K Buy
2,424
+412
+20% +$101K 0.11% 122
2021
Q2
$465K Sell
2,012
-5,273
-72% -$1.22M 0.08% 141
2021
Q1
$1.63M Buy
7,285
+242
+3% +$54.2K 0.33% 55
2020
Q4
$1.51M Buy
7,043
+107
+2% +$23K 0.27% 52
2020
Q3
$1.52M Sell
6,936
-434
-6% -$95.2K 0.3% 44
2020
Q2
$1.36M Buy
7,370
+1,112
+18% +$205K 0.27% 54
2020
Q1
$1.04M Buy
6,258
+6,050
+2,909% +$1M 0.26% 52
2019
Q4
$27K Buy
+208
New +$27K ﹤0.01% 185
2018
Q2
Sell
-10,390
Closed -$1.63M 49
2018
Q1
$1.63M Buy
10,390
+34
+0.3% +$5.32K 0.98% 28
2017
Q4
$1.78M Sell
10,356
-552
-5% -$95K 1.17% 24
2017
Q3
$1.71M Buy
10,908
+3
+0% +$470 1.14% 23
2017
Q2
$1.67M Buy
10,905
+286
+3% +$43.8K 1.06% 24
2017
Q1
$1.38M Buy
+10,619
New +$1.38M 0.91% 26