Industrial Alliance Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,372
| Closed | -$409K | – | 102 |
|
|
2023
Q2 | $409K | Sell |
1,372
-85,939
| -98% | -$25.6M | 0.22% | 39 |
|
|
2023
Q1 | $24.4M | Sell |
87,311
-7,044
| -7% | -$1.97M | 0.68% | 30 |
|
|
2022
Q4 | $24.9M | Buy |
94,355
+1,544
| +2% | +$407K | 0.69% | 34 |
|
|
2022
Q3 | $21.4M | Buy |
92,811
+17,482
| +23% | +$4.03M | 0.63% | 36 |
|
|
2022
Q2 | $18.6M | Buy |
75,329
+1,040
| +1% | +$257K | 0.53% | 47 |
|
|
2022
Q1 | $18.4M | Sell |
74,289
-50,199
| -40% | -$12.4M | 0.43% | 56 |
|
|
2021
Q4 | $33.4M | Buy |
+124,488
| New | +$33.4M | 0.77% | 28 |
|