Kalos Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,598
| Closed | -$404K | – | 80 |
|
|
2022
Q2 | $404K | Sell |
1,598
-33
| -2% | -$8.34K | 0.54% | 49 |
|
|
2022
Q1 | $403K | Sell |
1,631
-770
| -32% | -$190K | 0.28% | 88 |
|
|
2021
Q4 | $589K | Buy |
2,401
+177
| +8% | +$43.4K | 0.16% | 140 |
|
|
2021
Q3 | $546K | Buy |
2,224
+353
| +19% | +$86.7K | 0.15% | 145 |
|
|
2021
Q2 | $433K | Sell |
1,871
-370
| -17% | -$85.6K | 0.18% | 150 |
|
|
2021
Q1 | $510K | Buy |
2,241
+344
| +18% | +$78.3K | 0.16% | 151 |
|
|
2020
Q4 | $407K | Sell |
1,897
-151
| -7% | -$32.4K | 0.17% | 152 |
|
|
2020
Q3 | $446K | Sell |
2,048
-268
| -12% | -$58.4K | 0.2% | 139 |
|
|
2020
Q2 | $435K | Sell |
2,316
-62,823
| -96% | -$11.8M | 0.18% | 129 |
|
|
2020
Q1 | $2.13M | Buy |
65,139
+62,687
| +2,557% | +$2.05M | 0.95% | 28 |
|
|
2019
Q4 | $484K | Sell |
2,452
-147
| -6% | -$29K | 0.18% | 134 |
|
|
2019
Q3 | $558K | Sell |
2,599
-698
| -21% | -$150K | 0.22% | 117 |
|
|
2019
Q2 | $658K | Buy |
3,297
+607
| +23% | +$121K | 0.3% | 90 |
|
|
2019
Q1 | $510K | Sell |
2,690
-591
| -18% | -$112K | 0.33% | 78 |
|
|
2018
Q4 | $574K | Buy |
3,281
+788
| +32% | +$138K | 0.28% | 92 |
|
|
2018
Q3 | $417K | Buy |
2,493
+666
| +36% | +$111K | 0.22% | 104 |
|
|
2018
Q2 | $287K | Buy |
+1,827
| New | +$287K | 0.13% | 152 |
|
|
2018
Q1 | – | Sell |
-1,835
| Closed | -$314K | – | 178 |
|
|
2017
Q4 | $314K | Buy |
1,835
+545
| +42% | +$93.3K | 0.15% | 157 |
|
|
2017
Q3 | $202K | Buy |
+1,290
| New | +$202K | 0.13% | 138 |
|
|
2016
Q1 | – | Hold |
0
| – | -$89K | – | 347 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 161 |
|