IWAG
Integer Wealth Advisors Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $330K | Buy |
1,425
+227
| +19% | +$52.6K | 0.18% | 63 |
|
|
2020
Q4 | $253K | Hold |
1,198
| – | – | 0.17% | 68 |
|
|
2020
Q3 | $263K | Hold |
1,198
| – | – | 0.24% | 58 |
|
|
2020
Q2 | $221K | Hold |
1,198
| – | – | 0.23% | 61 |
|
|
2020
Q1 | $217K | Buy |
1,198
+32
| +3% | +$5.8K | 0.25% | 58 |
|
|
2019
Q4 | $250K | Buy |
+1,166
| New | +$250K | 0.25% | 56 |
|