Evelyn V. Moreno’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 | $227K | Hold |
765
| – | – | 0.11% | 128 |
|
|
2023
Q3 | $202K | Hold |
765
| – | – | 0.04% | 133 |
|
|
2023
Q2 | $228K | Sell |
765
-475
| -38% | -$142K | 0.05% | 112 |
|
|
2023
Q1 | $347K | Sell |
1,240
-100
| -7% | -$28K | 0.08% | 86 |
|
|
2022
Q4 | $353K | Buy |
+1,340
| New | +$353K | 0.08% | 117 |
|
|
2022
Q3 | – | Sell |
-1,340
| Closed | -$331K | – | 154 |
|
|
2022
Q2 | $331K | Buy |
1,340
+200
| +18% | +$49.4K | 0.08% | 119 |
|
|
2022
Q1 | $282K | Buy |
+1,140
| New | +$282K | 0.06% | 86 |
|