First National Bank of South Miami’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $145K | Hold |
486
| – | – | 0.12% | 143 |
|
|
2023
Q1 | $136K | Sell |
486
-17
| -3% | -$4.75K | 0.11% | 147 |
|
|
2022
Q4 | $133K | Hold |
503
| – | – | 0.1% | 151 |
|
|
2022
Q3 | $116K | Sell |
503
-40
| -7% | -$9.23K | 0.09% | 156 |
|
|
2022
Q2 | $134K | Sell |
543
-32
| -6% | -$7.9K | 0.09% | 158 |
|
|
2022
Q1 | $142K | Sell |
575
-7
| -1% | -$1.73K | 0.09% | 163 |
|
|
2021
Q4 | $156K | Buy |
582
+32
| +6% | +$8.58K | 0.09% | 151 |
|
|
2021
Q3 | $133K | Hold |
550
| – | – | 0.09% | 152 |
|
|
2021
Q2 | $127K | Sell |
550
-2
| -0.4% | -$462 | 0.09% | 152 |
|
|
2021
Q1 | $124K | Hold |
552
| – | – | 0.09% | 142 |
|
|
2020
Q4 | $119K | Buy |
552
+7
| +1% | +$1.51K | 0.1% | 139 |
|
|
2020
Q3 | $120K | Sell |
545
-358
| -40% | -$78.8K | 0.11% | 131 |
|
|
2020
Q2 | $167K | Hold |
903
| – | – | 0.18% | 106 |
|
|
2020
Q1 | $149K | Hold |
903
| – | – | 0.19% | 107 |
|
|
2019
Q4 | $178K | Hold |
903
| – | – | 0.18% | 111 |
|
|
2019
Q3 | $196K | Hold |
903
| – | – | 0.19% | 104 |
|
|
2019
Q2 | $190K | Sell |
903
-188
| -17% | -$39.6K | 0.18% | 109 |
|
|
2019
Q1 | $207K | Hold |
1,091
| – | – | 0.2% | 101 |
|
|
2018
Q4 | $195K | Buy |
+1,091
| New | +$195K | 0.19% | 106 |
|