CSat Investment Advisory’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $5K | Buy |
22
+3
| +16% | +$682 | ﹤0.01% | 494 |
|
2020
Q4 | $4K | Sell |
19
-3,852
| -100% | -$811K | ﹤0.01% | 493 |
|
2020
Q3 | $850K | Buy |
3,871
+508
| +15% | +$112K | 0.08% | 120 |
|
2020
Q2 | $621K | Buy |
3,363
+498
| +17% | +$92K | 0.08% | 144 |
|
2020
Q1 | $474K | Buy |
2,865
+1,191
| +71% | +$197K | 0.1% | 146 |
|
2019
Q4 | $331K | Buy |
1,674
+553
| +49% | +$109K | 0.09% | 189 |
|
2019
Q3 | $241K | Sell |
1,121
-1,442
| -56% | -$310K | 0.08% | 184 |
|
2019
Q2 | $532K | Buy |
2,563
+1,193
| +87% | +$248K | 0.19% | 96 |
|
2019
Q1 | $260K | Buy |
1,370
+582
| +74% | +$110K | 0.13% | 102 |
|
2018
Q4 | $140K | Buy |
788
+87
| +12% | +$15.5K | 0.08% | 116 |
|
2018
Q3 | $117K | Buy |
701
+38
| +6% | +$6.34K | 0.07% | 132 |
|
2018
Q2 | $104K | Buy |
+663
| New | +$104K | 0.06% | 154 |
|