Deane Retirement Strategies’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,594
| Closed | -$1.96M | – | 83 |
|
2023
Q4 | $1.96M | Buy |
6,594
+18
| +0.3% | +$5.34K | 1.07% | 32 |
|
2023
Q3 | $1.73M | Buy |
6,576
+12
| +0.2% | +$3.16K | 0.97% | 33 |
|
2023
Q2 | $1.96M | Buy |
6,564
+47
| +0.7% | +$14K | 1.07% | 26 |
|
2023
Q1 | $1.82M | Buy |
6,517
+98
| +2% | +$27.4K | 1% | 34 |
|
2022
Q4 | $1.69M | Sell |
6,419
-893
| -12% | -$235K | 0.94% | 38 |
|
2022
Q3 | $1.69M | Buy |
7,312
+221
| +3% | +$51K | 1.04% | 30 |
|
2022
Q2 | $1.79M | Buy |
+7,091
| New | +$1.79M | 1.11% | 26 |
|