FMA Advisory’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 | $318K | Buy |
1,321
+7
| +0.5% | +$1.69K | 0.12% | 123 |
|
|
2021
Q2 | $304K | Sell |
1,314
-44
| -3% | -$10.2K | 0.11% | 115 |
|
|
2021
Q1 | $304K | Buy |
1,358
+8
| +0.6% | +$1.79K | 0.09% | 153 |
|
|
2020
Q4 | $290K | Buy |
1,350
+7
| +0.5% | +$1.5K | 0.1% | 158 |
|
|
2020
Q3 | $295K | Buy |
1,343
+7
| +0.5% | +$1.54K | 0.12% | 148 |
|
|
2020
Q2 | $246K | Buy |
1,336
+31
| +2% | +$5.71K | 0.11% | 142 |
|
|
2020
Q1 | $216K | Sell |
1,305
-391
| -23% | -$64.7K | 0.12% | 138 |
|
|
2019
Q4 | $335K | Buy |
1,696
+107
| +7% | +$21.1K | 0.13% | 131 |
|
|
2019
Q3 | $341K | Buy |
1,589
+168
| +12% | +$36.1K | 0.15% | 127 |
|
|
2019
Q2 | $295K | Buy |
1,421
+81
| +6% | +$16.8K | 0.13% | 130 |
|
|
2019
Q1 | $254K | Sell |
1,340
-38
| -3% | -$7.2K | 0.12% | 136 |
|
|
2018
Q4 | $245K | Buy |
1,378
+8
| +0.6% | +$1.42K | 0.13% | 133 |
|
|
2018
Q3 | $229K | Buy |
1,370
+79
| +6% | +$13.2K | 0.1% | 137 |
|
|
2018
Q2 | $202K | Buy |
1,291
+7
| +0.5% | +$1.1K | 0.1% | 143 |
|
|
2018
Q1 | $201K | Buy |
1,284
+70
| +6% | +$11K | 0.1% | 142 |
|
|
2017
Q4 | $209K | Buy |
+1,214
| New | +$209K | 0.1% | 145 |
|
|
2013
Q4 | – | Sell |
-9,048
| Closed | -$870K | – | 150 |
|
|
2013
Q3 | $870K | Buy |
9,048
+198
| +2% | +$19K | 0.35% | 100 |
|
|
2013
Q2 | $876K | Buy |
+8,850
| New | +$876K | 0.37% | 95 |
|