FTDI
First Trust Direct Indexing’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,417
| Closed | -$9.26M | – | 545 |
|
|
2024
Q3 | $9.26M | Buy |
30,417
+4,977
| +20% | +$1.52M | 0.5% | 25 |
|
|
2024
Q2 | $6.48M | Buy |
25,440
+1,388
| +6% | +$354K | 0.4% | 34 |
|
|
2024
Q1 | $6.78M | Buy |
24,052
+2,128
| +10% | +$600K | 0.5% | 26 |
|
|
2023
Q4 | $6.5M | Buy |
21,924
+3,029
| +16% | +$898K | 0.58% | 24 |
|
|
2023
Q3 | $4.98M | Buy |
18,895
+835
| +5% | +$220K | 0.57% | 25 |
|
|
2023
Q2 | $5.39M | Buy |
18,060
+4
| +0% | +$1.19K | 0.6% | 23 |
|
|
2023
Q1 | $5.05M | Buy |
18,056
+783
| +5% | +$219K | 0.6% | 20 |
|
|
2022
Q4 | $4.55M | Buy |
17,273
+960
| +6% | +$253K | 0.6% | 20 |
|
|
2022
Q3 | $3.76M | Buy |
16,313
+354
| +2% | +$81.7K | 0.55% | 28 |
|
|
2022
Q2 | $3.94M | Sell |
15,959
-169
| -1% | -$41.7K | 0.55% | 28 |
|
|
2022
Q1 | $3.99M | Buy |
16,128
+981
| +6% | +$243K | 0.48% | 33 |
|
|
2021
Q4 | $4.06M | Buy |
15,147
+159
| +1% | +$42.6K | 0.53% | 28 |
|
|
2021
Q3 | $3.61M | Buy |
14,988
+948
| +7% | +$229K | 0.51% | 29 |
|
|
2021
Q2 | $3.24M | Buy |
14,040
+4,548
| +48% | +$1.05M | 0.48% | 29 |
|
|
2021
Q1 | $2.13M | Buy |
9,492
+483
| +5% | +$108K | 0.57% | 27 |
|
|
2020
Q4 | $1.93M | Buy |
+9,009
| New | +$1.93M | 0.52% | 26 |
|