KPW
Kore Private Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.18M | Buy |
5,101
+19
| +0.4% | +$4.38K | 0.21% | 71 |
|
|
2022
Q2 | $1.26M | Sell |
5,082
-318
| -6% | -$78.5K | 0.19% | 85 |
|
|
2022
Q1 | $1.34M | Buy |
5,400
+132
| +3% | +$32.6K | 0.17% | 95 |
|
|
2021
Q4 | $1.41M | Sell |
5,268
-2,183
| -29% | -$585K | 0.17% | 94 |
|
|
2021
Q3 | $1.8M | Buy |
7,451
+14
| +0.2% | +$3.38K | 0.19% | 94 |
|
|
2021
Q2 | $1.72M | Buy |
7,437
+1,532
| +26% | +$354K | 0.19% | 92 |
|
|
2021
Q1 | $1.32M | Sell |
5,905
-122
| -2% | -$27.3K | 0.18% | 96 |
|
|
2020
Q4 | $1.29M | Buy |
6,027
+270
| +5% | +$57.9K | 0.2% | 79 |
|
|
2020
Q3 | $1.26M | Buy |
5,757
+7
| +0.1% | +$1.54K | 0.24% | 72 |
|
|
2020
Q2 | $1.06M | Buy |
5,750
+345
| +6% | +$63.6K | 0.22% | 77 |
|
|
2020
Q1 | $894K | Buy |
5,405
+352
| +7% | +$58.2K | 0.21% | 80 |
|
|
2019
Q4 | $999K | Buy |
5,053
+136
| +3% | +$26.9K | 0.19% | 94 |
|
|
2019
Q3 | $1.03M | Sell |
4,917
-856
| -15% | -$179K | 0.23% | 86 |
|
|
2019
Q2 | $1.2M | Sell |
5,773
-278
| -5% | -$57.7K | 0.27% | 75 |
|
|
2019
Q1 | $1.15M | Buy |
6,051
+318
| +6% | +$60.4K | 0.26% | 78 |
|
|
2018
Q4 | $1.02M | Buy |
+5,733
| New | +$1.02M | 0.28% | 73 |
|