Engrave Wealth Partners’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 | $205K | Buy |
+693
| New | +$205K | 0.06% | 76 |
|
|
2020
Q3 | – | Sell |
-1,040
| Closed | -$191K | – | 276 |
|
|
2020
Q2 | $191K | Buy |
1,040
+2
| +0.2% | +$367 | 0.17% | 52 |
|
|
2020
Q1 | $171K | Sell |
1,038
-68
| -6% | -$11.2K | 0.2% | 44 |
|
|
2019
Q4 | $218K | Buy |
+1,106
| New | +$218K | 0.21% | 41 |
|