Creative Capital Management Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-112
| Closed | -$34.1K | – | 284 |
|
|
2024
Q3 | $34.1K | Hold |
112
| – | – | 0.01% | 114 |
|
|
2024
Q2 | $28.5K | Sell |
112
-665
| -86% | -$169K | 0.01% | 111 |
|
|
2024
Q1 | $219K | Hold |
777
| – | – | 0.11% | 41 |
|
|
2023
Q4 | $230K | Sell |
777
-51
| -6% | -$15.1K | 0.13% | 35 |
|
|
2023
Q3 | $218K | Hold |
828
| – | – | 0.15% | 33 |
|
|
2023
Q2 | $247K | Sell |
828
-247
| -23% | -$73.7K | 0.18% | 32 |
|
|
2023
Q1 | $300K | Buy |
1,075
+91
| +9% | +$25.4K | 0.22% | 33 |
|
|
2022
Q4 | $259K | Buy |
+984
| New | +$259K | 0.23% | 29 |
|