DSC Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,393
| Closed | -$321K | – | 58 |
|
2022
Q3 | $321K | Sell |
1,393
-254
| -15% | -$58.5K | 0.33% | 60 |
|
2022
Q2 | $407K | Sell |
1,647
-269
| -14% | -$66.5K | 0.41% | 44 |
|
2022
Q1 | $474K | Buy |
1,916
+1,164
| +155% | +$288K | 0.16% | 51 |
|
2021
Q4 | $202K | Sell |
752
-125
| -14% | -$33.6K | 0.16% | 67 |
|
2021
Q3 | $211K | Sell |
877
-60
| -6% | -$14.4K | 0.21% | 64 |
|
2021
Q2 | $216K | Buy |
937
+15
| +2% | +$3.46K | 0.16% | 61 |
|
2021
Q1 | $207K | Buy |
+922
| New | +$207K | 0.13% | 74 |
|
2018
Q1 | – | Sell |
-1,457
| Closed | -$251K | – | 73 |
|
2017
Q4 | $251K | Buy |
+1,457
| New | +$251K | 0.15% | 49 |
|
2014
Q4 | – | Hold |
0
| – | – | – | 71 |
|
2014
Q3 | – | Hold |
0
| – | – | – | 74 |
|