DJYG
David J. Yvars Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-872
| Closed | -$266K | – | 83 |
|
|
2024
Q3 | $266K | Sell |
872
-70
| -7% | -$21.3K | 0.16% | 64 |
|
|
2024
Q2 | $240K | Buy |
942
+14
| +2% | +$3.57K | 0.15% | 63 |
|
|
2024
Q1 | $262K | Sell |
928
-20
| -2% | -$5.64K | 0.18% | 63 |
|
|
2023
Q4 | $281K | Sell |
948
-40
| -4% | -$11.9K | 0.23% | 55 |
|
|
2023
Q3 | $260K | Sell |
988
-105
| -10% | -$27.7K | 0.22% | 56 |
|
|
2023
Q2 | $326K | Sell |
1,093
-55
| -5% | -$16.4K | 0.27% | 49 |
|
|
2023
Q1 | $321K | Hold |
1,148
| – | – | 0.29% | 51 |
|
|
2022
Q4 | $302K | Sell |
1,148
-296
| -20% | -$78K | 0.38% | 40 |
|
|
2022
Q3 | $333K | Hold |
1,444
| – | – | 0.37% | 40 |
|
|
2022
Q2 | $365K | Hold |
1,444
| – | – | 0.5% | 39 |
|
|
2022
Q1 | $357K | Hold |
1,444
| – | – | 0.25% | 52 |
|
|
2021
Q4 | $387K | Buy |
1,444
+1
| +0.1% | +$268 | 0.24% | 50 |
|
|
2021
Q3 | $351K | Hold |
1,443
| – | – | 0.21% | 57 |
|
|
2021
Q2 | $333K | Hold |
1,443
| – | – | 0.19% | 64 |
|
|
2021
Q1 | $324K | Hold |
1,443
| – | – | 0.21% | 58 |
|
|
2020
Q4 | $310K | Buy |
+1,443
| New | +$310K | 0.21% | 57 |
|