Landmark Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,104
| Closed | -$236K | – | 70 |
|
|
2019
Q4 | $236K | Buy |
+1,104
| New | +$236K | 0.14% | 59 |
|
|
2019
Q3 | – | Sell |
-1,083
| Closed | -$224K | – | 60 |
|
|
2019
Q2 | $224K | Sell |
1,083
-204
| -16% | -$42.2K | 0.14% | 55 |
|
|
2019
Q1 | $244K | Hold |
1,287
| – | – | 0.16% | 50 |
|
|
2018
Q4 | $228K | Hold |
1,287
| – | – | 0.15% | 52 |
|
|
2018
Q3 | $215K | Hold |
1,287
| – | – | 0.13% | 57 |
|
|
2018
Q2 | $201K | Buy |
+1,287
| New | +$201K | 0.12% | 52 |
|
|
2018
Q1 | – | Sell |
-1,253
| Closed | -$215K | – | 55 |
|
|
2017
Q4 | $215K | Buy |
+1,253
| New | +$215K | 0.14% | 54 |
|