Keystone Wealth Partners’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 | $378K | Sell |
1,528
-5
| -0.3% | -$1.24K | 0.18% | 20 |
|
|
2021
Q4 | $411K | Sell |
1,533
-201
| -12% | -$53.9K | 0.18% | 25 |
|
|
2021
Q3 | $418K | Buy |
1,734
+225
| +15% | +$54.2K | 0.23% | 19 |
|
|
2021
Q2 | $349K | Buy |
1,509
+2
| +0.1% | +$463 | 0.21% | 18 |
|
|
2021
Q1 | $338K | Hold |
1,507
| – | – | 0.23% | 18 |
|
|
2020
Q4 | $323K | Buy |
+1,507
| New | +$323K | 0.26% | 19 |
|