Inlet Private Wealth’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 |
-1,233
| Closed | -$368K | – | 127 |
|
|
2023
Q2 | $368K | Hold |
1,233
| – | – | 0.09% | 105 |
|
|
2023
Q1 | $345K | Hold |
1,233
| – | – | 0.09% | 109 |
|
|
2022
Q4 | $325K | Buy |
1,233
+4
| +0.3% | +$1.05K | 0.08% | 108 |
|
|
2022
Q3 | $284K | Buy |
1,229
+4
| +0.3% | +$924 | 0.08% | 111 |
|
|
2022
Q2 | $302K | Buy |
1,225
+5
| +0.4% | +$1.23K | 0.09% | 111 |
|
|
2022
Q1 | $302K | Buy |
1,220
+4
| +0.3% | +$990 | 0.08% | 122 |
|
|
2021
Q4 | $326K | Buy |
1,216
+4
| +0.3% | +$1.07K | 0.08% | 117 |
|
|
2021
Q3 | $292K | Hold |
1,212
| – | – | 0.08% | 120 |
|
|
2021
Q2 | $280K | Buy |
1,212
+4
| +0.3% | +$924 | 0.07% | 119 |
|
|
2021
Q1 | $271K | Buy |
1,208
+5
| +0.4% | +$1.12K | 0.08% | 117 |
|
|
2020
Q4 | $258K | Hold |
1,203
| – | – | 0.08% | 119 |
|
|
2020
Q3 | $264K | Hold |
1,203
| – | – | 0.1% | 113 |
|
|
2020
Q2 | $222K | Buy |
+1,203
| New | +$222K | 0.09% | 119 |
|
|
2020
Q1 | – | Sell |
-1,203
| Closed | -$238K | – | 136 |
|
|
2019
Q4 | $238K | Hold |
1,203
| – | – | 0.08% | 133 |
|
|
2019
Q3 | $258K | Buy |
1,203
+130
| +12% | +$27.9K | 0.1% | 126 |
|
|
2019
Q2 | $229K | Buy |
+1,073
| New | +$229K | 0.08% | 135 |
|
|
2019
Q1 | – | Sell |
-1,350
| Closed | -$240K | – | 142 |
|
|
2018
Q4 | $240K | Buy |
+1,350
| New | +$240K | 0.13% | 115 |
|