Johnson Financial Group LLC (Colorado)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,526
| Closed | -$409K | – | 67 |
|
2021
Q4 | $409K | Sell |
1,526
-385
| -20% | -$103K | 0.07% | 40 |
|
2021
Q3 | $460K | Sell |
1,911
-170
| -8% | -$40.9K | 0.09% | 40 |
|
2021
Q2 | $481K | Buy |
2,081
+466
| +29% | +$108K | 0.09% | 50 |
|
2021
Q1 | $362K | Buy |
+1,615
| New | +$362K | 0.08% | 41 |
|
2017
Q1 | – | Sell |
-2,234
| Closed | -$272K | – | 87 |
|
2016
Q4 | $272K | Buy |
+2,234
| New | +$272K | 0.22% | 72 |
|