ERTS Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-676
| Closed | -$202K | – | 88 |
|
|
2023
Q2 | $202K | Buy |
+676
| New | +$202K | 0.05% | 90 |
|
|
2022
Q2 | – | Sell |
-863
| Closed | -$213K | – | 94 |
|
|
2022
Q1 | $213K | Sell |
863
-265
| -23% | -$65.4K | 0.06% | 87 |
|
|
2021
Q4 | $301K | Sell |
1,128
-1
| -0.1% | -$267 | 0.07% | 67 |
|
|
2021
Q3 | $272K | Buy |
1,129
+12
| +1% | +$2.89K | 0.07% | 68 |
|
|
2021
Q2 | $258K | Sell |
1,117
-154
| -12% | -$35.6K | 0.07% | 74 |
|
|
2021
Q1 | $285K | Buy |
1,271
+310
| +32% | +$69.5K | 0.08% | 68 |
|
|
2020
Q4 | $206K | Buy |
+961
| New | +$206K | 0.07% | 74 |
|
|
2019
Q1 | – | Sell |
-660
| Closed | -$117K | – | 221 |
|
|
2018
Q4 | $117K | Buy |
+660
| New | +$117K | 0.08% | 103 |
|