JBJ Investment Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.22M | Sell |
4,556
-2,232
| -33% | -$598K | 0.25% | 21 |
|
2021
Q3 | $1.64M | Sell |
6,788
-42
| -0.6% | -$10.1K | 0.34% | 20 |
|
2021
Q2 | $1.58M | Sell |
6,830
-836
| -11% | -$193K | 0.32% | 22 |
|
2021
Q1 | $1.72M | Sell |
7,666
-1,515
| -17% | -$340K | 0.38% | 19 |
|
2020
Q4 | $1.97M | Sell |
9,181
-1,200
| -12% | -$257K | 0.45% | 19 |
|
2020
Q3 | $2.28M | Buy |
10,381
+1,505
| +17% | +$330K | 0.6% | 15 |
|
2020
Q2 | $1.64M | Buy |
8,876
+4,963
| +127% | +$915K | 0.47% | 26 |
|
2020
Q1 | $647K | Buy |
3,913
+1,760
| +82% | +$291K | 0.23% | 25 |
|
2019
Q4 | $425K | Buy |
2,153
+344
| +19% | +$67.9K | 0.13% | 29 |
|
2019
Q3 | $388K | Buy |
1,809
+397
| +28% | +$85.2K | 0.13% | 30 |
|
2019
Q2 | $293K | Buy |
1,412
+971
| +220% | +$201K | 0.11% | 31 |
|
2019
Q1 | $84K | Buy |
+441
| New | +$84K | 0.03% | 67 |
|