Goodwin Investment Advisory’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-521
| Closed | -$137K | – | 162 |
|
|
2022
Q4 | $137K | Hold |
521
| – | – | 0.1% | 52 |
|
|
2022
Q3 | $120K | Buy |
521
+358
| +220% | +$82.5K | 0.09% | 57 |
|
|
2022
Q2 | $40.2K | Sell |
163
-395
| -71% | -$97.5K | 0.03% | 79 |
|
|
2022
Q1 | $138K | Buy |
558
+387
| +226% | +$95.7K | 0.09% | 49 |
|
|
2021
Q4 | $46K | Hold |
171
| – | – | 0.03% | 81 |
|
|
2021
Q3 | $41K | Hold |
171
| – | – | 0.04% | 83 |
|
|
2021
Q2 | $39K | Hold |
171
| – | – | 0.04% | 83 |
|
|
2021
Q1 | $38K | Buy |
+171
| New | +$38K | 0.04% | 90 |
|