COWA LLC’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-169
Closed -$39K 240
2022
Q3
$39K Buy
+169
New +$39K 0.03% 202
2022
Q2
Sell
-25,000
Closed -$23K 131
2022
Q1
$23K Sell
25,000
-11,383
-31% -$10.5K 0.01% 136
2021
Q4
$420K Sell
36,383
-2,830
-7% -$32.7K 0.21% 77
2021
Q3
$429K Sell
39,213
-1,053
-3% -$11.5K 0.25% 76
2021
Q2
$434K Sell
40,266
-64,229
-61% -$692K 0.27% 67
2021
Q1
$1.15M Buy
104,495
+104,214
+37,087% +$1.14M 0.69% 33
2020
Q4
$60K Buy
+281
New +$60K 0.05% 180