EWA

Encompass Wealth Advisors’s McDonald's MCD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,000	Closed	-$923K	–	363
2021 Q2	$923K	Hold	4,000	–	–	0.23%	81
2021 Q1	$935K	Hold	4,000	–	–	0.24%	82
2020 Q4	$858K	Buy	+4,000	New	+$858K	0.49%	46