HGWM
Harvest Group Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,343
| Closed | -$288K | – | 421 |
|
|
2020
Q4 | $288K | Sell |
1,343
-39
| -3% | -$8.36K | 0.17% | 30 |
|
|
2020
Q3 | $303K | Buy |
1,382
+6
| +0.4% | +$1.32K | 0.21% | 26 |
|
|
2020
Q2 | $253K | Buy |
1,376
+69
| +5% | +$12.7K | 0.21% | 28 |
|
|
2020
Q1 | $216K | Sell |
1,307
-277
| -17% | -$45.8K | 0.22% | 30 |
|
|
2019
Q4 | $313K | Buy |
1,584
+7
| +0.4% | +$1.38K | 0.27% | 22 |
|
|
2019
Q3 | $339K | Sell |
1,577
-118
| -7% | -$25.4K | 0.42% | 16 |
|
|
2019
Q2 | $352K | Buy |
1,695
+6
| +0.4% | +$1.25K | 0.45% | 17 |
|
|
2019
Q1 | $321K | Sell |
1,689
-24
| -1% | -$4.56K | 0.3% | 29 |
|
|
2018
Q4 | $304K | Buy |
+1,713
| New | +$304K | 0.39% | 26 |
|
|
2018
Q2 | – | Sell |
-1,642
| Closed | -$257K | – | 41 |
|
|
2018
Q1 | $257K | Hold |
1,642
| – | – | 0.17% | 40 |
|
|
2017
Q4 | $283K | Buy |
+1,642
| New | +$283K | 0.17% | 39 |
|