Lenox Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $104K | Buy |
413
+2
| +0.5% | +$504 | 0.01% | 169 |
|
|
2021
Q4 | $110K | Buy |
411
+13
| +3% | +$3.48K | 0.01% | 161 |
|
|
2021
Q3 | $96K | Buy |
398
+5
| +1% | +$1.21K | 0.01% | 161 |
|
|
2021
Q2 | $91K | Buy |
393
+179
| +84% | +$41.4K | 0.01% | 162 |
|
|
2021
Q1 | $48K | Sell |
214
-113
| -35% | -$25.3K | 0.01% | 192 |
|
|
2020
Q4 | $70K | Buy |
327
+116
| +55% | +$24.8K | 0.01% | 151 |
|
|
2020
Q3 | $46K | Buy |
211
+84
| +66% | +$18.3K | 0.01% | 174 |
|
|
2020
Q2 | $23K | Hold |
127
| – | – | ﹤0.01% | 268 |
|
|
2020
Q1 | $21K | Hold |
127
| – | – | ﹤0.01% | 254 |
|
|
2019
Q4 | $25K | Hold |
127
| – | – | ﹤0.01% | 300 |
|
|
2019
Q3 | $27K | Sell |
127
-160
| -56% | -$34K | ﹤0.01% | 238 |
|
|
2019
Q2 | $60K | Buy |
287
+127
| +79% | +$26.6K | 0.01% | 135 |
|
|
2019
Q1 | $30K | Hold |
160
| – | – | 0.01% | 171 |
|
|
2018
Q4 | $28K | Hold |
160
| – | – | 0.01% | 171 |
|
|
2018
Q3 | $27K | Buy |
+160
| New | +$27K | 0.01% | 183 |
|
|
2017
Q4 | – | Sell |
-3
| Closed | – | – | 427 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 264 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 320 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 330 |
|
|
2014
Q4 | – | Sell |
-86
| Closed | -$8K | – | 336 |
|
|
2014
Q3 | $8K | Hold |
86
| – | – | ﹤0.01% | 191 |
|
|
2014
Q2 | $9K | Sell |
86
-249
| -74% | -$26.1K | ﹤0.01% | 145 |
|
|
2014
Q1 | $33K | Buy |
335
+217
| +184% | +$21.4K | 0.02% | 74 |
|
|
2013
Q4 | $11K | Buy |
118
+28
| +31% | +$2.61K | 0.01% | 159 |
|
|
2013
Q3 | $9K | Hold |
90
| – | – | 0.01% | 108 |
|
|
2013
Q2 | $9K | Buy |
+90
| New | +$9K | 0.01% | 121 |
|