IWA
Intercontinental Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-803
| Closed | -$225K | – | 309 |
|
|
2023
Q1 | $225K | Sell |
803
-3
| -0.4% | -$839 | 0.06% | 294 |
|
|
2022
Q4 | $212K | Sell |
806
-136
| -14% | -$35.8K | 0.06% | 259 |
|
|
2022
Q3 | $217K | Sell |
942
-61
| -6% | -$14.1K | 0.07% | 252 |
|
|
2022
Q2 | $248K | Sell |
1,003
-10
| -1% | -$2.47K | 0.07% | 251 |
|
|
2022
Q1 | $250K | Hold |
1,013
| – | – | 0.06% | 261 |
|
|
2021
Q4 | $272K | Sell |
1,013
-10
| -1% | -$2.69K | 0.06% | 254 |
|
|
2021
Q3 | $247K | Buy |
1,023
+10
| +1% | +$2.41K | 0.06% | 257 |
|
|
2021
Q2 | $234K | Buy |
+1,013
| New | +$234K | 0.05% | 264 |
|
|
2021
Q1 | – | Sell |
-1,537
| Closed | -$330K | – | 280 |
|
|
2020
Q4 | $330K | Buy |
1,537
+222
| +17% | +$47.7K | 0.08% | 191 |
|
|
2020
Q3 | $289K | Sell |
1,315
-453
| -26% | -$99.6K | 0.08% | 164 |
|
|
2020
Q2 | $326K | Buy |
1,768
+346
| +24% | +$63.8K | 0.11% | 139 |
|
|
2020
Q1 | $235K | Buy |
1,422
+1,206
| +558% | +$199K | 0.12% | 139 |
|
|
2019
Q4 | $46K | Sell |
216
-110
| -34% | -$23.4K | 0.04% | 187 |
|
|
2019
Q3 | $70K | Hold |
326
| – | – | 0.04% | 193 |
|
|
2019
Q2 | $68K | Hold |
326
| – | – | 0.04% | 192 |
|
|
2019
Q1 | $62K | Buy |
326
+200
| +159% | +$38K | 0.03% | 212 |
|
|
2018
Q4 | $22K | Buy |
+126
| New | +$22K | 0.01% | 301 |
|