KLR Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $467K | Sell |
1,694
-6
| -0.4% | -$1.65K | 0.34% | 78 |
|
|
2023
Q4 | $504K | Sell |
1,700
-137
| -7% | -$40.6K | 0.36% | 68 |
|
|
2023
Q3 | $514K | Buy |
1,837
+124
| +7% | +$34.7K | 0.47% | 61 |
|
|
2023
Q2 | $511K | Sell |
1,713
-124
| -7% | -$37K | 0.42% | 67 |
|
|
2023
Q1 | $514K | Hold |
1,837
| – | – | 0.45% | 66 |
|
|
2022
Q4 | $484K | Buy |
+1,837
| New | +$484K | 0.4% | 68 |
|