Lehman & Derafelo Financial Resources’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $404K | Hold |
1,533
| – | – | 0.12% | 70 |
|
|
2022
Q3 | $354K | Sell |
1,533
-7
| -0.5% | -$1.62K | 0.11% | 67 |
|
|
2022
Q2 | $380K | Hold |
1,540
| – | – | 0.12% | 69 |
|
|
2022
Q1 | $381K | Buy |
1,540
+7
| +0.5% | +$1.73K | 0.11% | 78 |
|
|
2021
Q4 | $411K | Buy |
1,533
+43
| +3% | +$11.5K | 0.12% | 65 |
|
|
2021
Q3 | $359K | Sell |
1,490
-83
| -5% | -$20K | 0.12% | 69 |
|
|
2021
Q2 | $363K | Hold |
1,573
| – | – | 0.1% | 83 |
|
|
2021
Q1 | $353K | Buy |
1,573
+1
| +0.1% | +$224 | 0.1% | 84 |
|
|
2020
Q4 | $337K | Hold |
1,572
| – | – | 0.1% | 79 |
|
|
2020
Q3 | $345K | Hold |
1,572
| – | – | 0.11% | 70 |
|
|
2020
Q2 | $290K | Buy |
1,572
+45
| +3% | +$8.3K | 0.1% | 69 |
|
|
2020
Q1 | $252K | Buy |
1,527
+32
| +2% | +$5.28K | 0.1% | 77 |
|
|
2019
Q4 | $295K | Buy |
1,495
+108
| +8% | +$21.3K | 0.11% | 78 |
|
|
2019
Q3 | $298K | Buy |
1,387
+27
| +2% | +$5.8K | 0.11% | 75 |
|
|
2019
Q2 | $287K | Hold |
1,360
| – | – | 0.12% | 77 |
|
|
2019
Q1 | $258K | Hold |
1,360
| – | – | 0.11% | 79 |
|
|
2018
Q4 | $242K | Buy |
+1,360
| New | +$242K | 0.12% | 73 |
|