JPLA
Joseph P. Lucia & Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-55
| Closed | -$14K | – | 299 |
|
|
2022
Q2 | $14K | Sell |
55
-12
| -18% | -$3.06K | 0.01% | 286 |
|
|
2022
Q1 | $17K | Buy |
+67
| New | +$17K | 0.01% | 282 |
|
|
2021
Q4 | – | Sell |
-67
| Closed | -$16K | – | 374 |
|
|
2021
Q3 | $16K | Hold |
67
| – | – | 0.01% | 332 |
|
|
2021
Q2 | $15K | Hold |
67
| – | – | 0.01% | 345 |
|
|
2021
Q1 | $15K | Buy |
67
+20
| +43% | +$4.48K | 0.01% | 319 |
|
|
2020
Q4 | $10K | Buy |
+47
| New | +$10K | 0.01% | 340 |
|
|
2020
Q3 | – | Sell |
-47
| Closed | -$9K | – | 307 |
|
|
2020
Q2 | $9K | Sell |
47
-50
| -52% | -$9.57K | 0.01% | 325 |
|
|
2020
Q1 | $16K | Buy |
97
+50
| +106% | +$8.25K | 0.02% | 244 |
|
|
2019
Q4 | $9K | Hold |
47
| – | – | 0.01% | 318 |
|
|
2019
Q3 | $10K | Hold |
47
| – | – | 0.01% | 317 |
|
|
2019
Q2 | $10K | Sell |
47
-3,180
| -99% | -$677K | 0.01% | 305 |
|
|
2019
Q1 | $17 | Buy |
+3,227
| New | +$17 | ﹤0.01% | 326 |
|