Fermata Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,001
| Closed | -$248K | – | 146 |
|
|
2022
Q2 | $248K | Buy |
1,001
+153
| +18% | +$37.9K | 0.09% | 136 |
|
|
2022
Q1 | $211K | Sell |
848
-80
| -9% | -$19.9K | 0.08% | 169 |
|
|
2021
Q4 | $250K | Sell |
928
-131
| -12% | -$35.3K | 0.09% | 153 |
|
|
2021
Q3 | $256K | Sell |
1,059
-10
| -0.9% | -$2.42K | 0.11% | 140 |
|
|
2021
Q2 | $248K | Buy |
+1,069
| New | +$248K | 0.14% | 124 |
|