Filbrandt Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $77K | Hold |
319
| – | – | 0.04% | 62 |
|
|
2021
Q2 | $74K | Sell |
319
-1
| -0.3% | -$232 | 0.04% | 71 |
|
|
2021
Q1 | $72K | Buy |
320
+20
| +7% | +$4.5K | 0.04% | 67 |
|
|
2020
Q4 | $64K | Hold |
300
| – | – | 0.04% | 72 |
|
|
2020
Q3 | $66K | Sell |
300
-127
| -30% | -$27.9K | 0.05% | 71 |
|
|
2020
Q2 | $79K | Buy |
427
+122
| +40% | +$22.6K | 0.06% | 85 |
|
|
2020
Q1 | $50K | Sell |
305
-54
| -15% | -$8.85K | 0.06% | 71 |
|
|
2019
Q4 | $70K | Buy |
+359
| New | +$70K | 0.06% | 64 |
|