Elmwood Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-570
| Closed | -$153K | – | 228 |
|
|
2021
Q4 | $153K | Buy |
+570
| New | +$153K | 0.07% | 128 |
|
|
2021
Q2 | $132K | Hold |
570
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $128K | Buy |
+570
| New | +$128K | 0.08% | 123 |
|
|
2020
Q3 | $105K | Hold |
570
| – | – | 0.09% | 106 |
|
|
2020
Q2 | $105K | Sell |
570
-93
| -14% | -$17.1K | 0.09% | 106 |
|
|
2020
Q1 | $104K | Buy |
+663
| New | +$104K | 0.1% | 105 |
|
|
2019
Q4 | – | Sell |
-550
| Closed | -$118K | – | 181 |
|
|
2019
Q3 | $118K | Hold |
550
| – | – | 0.12% | 91 |
|
|
2019
Q2 | $114K | Hold |
550
| – | – | 0.1% | 100 |
|
|
2019
Q1 | $104K | Sell |
550
-13
| -2% | -$2.46K | 0.1% | 102 |
|
|
2018
Q4 | $100K | Hold |
563
| – | – | 0.1% | 105 |
|
|
2018
Q3 | $94.2K | Sell |
563
-100
| -15% | -$16.7K | 0.08% | 115 |
|
|
2018
Q2 | $104K | Hold |
663
| – | – | 0.09% | 111 |
|
|
2018
Q1 | $104K | Buy |
+663
| New | +$104K | 0.1% | 105 |
|