KWAG
Kiely Wealth Advisory Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $95K | Hold |
308
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $92.2K | Hold |
308
| – | – | 0.06% | 92 |
|
|
2024
Q2 | $83.5K | Buy |
308
+61
| +25% | +$16.5K | 0.05% | 82 |
|
|
2024
Q1 | $67.7K | Hold |
247
| – | – | 0.04% | 88 |
|
|
2023
Q4 | $72.7K | Buy |
+247
| New | +$72.7K | 0.04% | 84 |
|