Lake Point Wealth 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
Q2 | $75K | Hold |
305
| – | – | 0.04% | 49 |
|
|
2022
Q1 | $75K | Hold |
305
| – | – | 0.03% | 49 |
|
|
2021
Q4 | $82K | Hold |
305
| – | – | 0.04% | 51 |
|
|
2021
Q3 | $74K | Buy |
305
+100
| +49% | +$24.3K | 0.03% | 47 |
|
|
2021
Q2 | $47K | Buy |
+205
| New | +$47K | 0.02% | 69 |
|
|
2020
Q1 | $34K | Buy |
205
+197
| +2,463% | +$32.7K | 0.03% | 63 |
|
|
2019
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 498 |
|
|
2019
Q2 | $170K | Hold |
821
| – | – | 0.06% | 50 |
|
|
2019
Q1 | $170K | Sell |
821
-39
| -5% | -$8.08K | 0.06% | 50 |
|
|
2018
Q4 | $153K | Buy |
+860
| New | +$153K | 0.06% | 176 |
|