HWG Holdings’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-50
| Closed | -$13.2K | – | 138 |
|
2023
Q3 | $13.2K | Sell |
50
-175
| -78% | -$46.1K | 0.01% | 83 |
|
2023
Q2 | $67.1K | Sell |
225
-10
| -4% | -$2.98K | 0.03% | 61 |
|
2023
Q1 | $65.7K | Sell |
235
-753
| -76% | -$211K | 0.04% | 53 |
|
2022
Q4 | $260K | Sell |
988
-55
| -5% | -$14.5K | 0.17% | 45 |
|
2022
Q3 | $241K | Buy |
+1,043
| New | +$241K | 0.17% | 35 |
|
2022
Q1 | $318K | Buy |
+1,286
| New | +$318K | 0.16% | 58 |
|
2019
Q4 | $32K | Sell |
163
-874
| -84% | -$172K | 0.03% | 87 |
|
2019
Q3 | $223K | Buy |
+1,037
| New | +$223K | 0.21% | 62 |
|
2019
Q2 | – | Sell |
-9
| Closed | -$2K | – | 126 |
|
2019
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 84 |
|
2018
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 71 |
|