DFPG Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.88M | Buy |
13,190
+259
| +2% | +$76.2K | 0.3% | 84 |
|
|
2023
Q3 | $3.45M | Buy |
12,931
+2,124
| +20% | +$567K | 0.32% | 79 |
|
|
2023
Q2 | $3.18M | Buy |
10,807
+1,062
| +11% | +$312K | 0.29% | 84 |
|
|
2023
Q1 | $2.72M | Buy |
9,745
+5,214
| +115% | +$1.46M | 0.29% | 84 |
|
|
2022
Q4 | $1.22M | Buy |
+4,531
| New | +$1.22M | 0.2% | 117 |
|
|
2020
Q4 | – | Sell |
-1,385
| Closed | -$314K | – | 178 |
|
|
2020
Q3 | $314K | Hold |
1,385
| – | – | 0.17% | 119 |
|
|
2020
Q2 | $257K | Hold |
1,385
| – | – | 0.16% | 137 |
|
|
2020
Q1 | $246K | Buy |
+1,385
| New | +$246K | 0.18% | 120 |
|