Level 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-304
| Closed | -$90.1K | – | 187 |
|
|
2023
Q4 | $90.1K | Sell |
304
-1
| -0.3% | -$297 | 0.04% | 89 |
|
|
2023
Q3 | $80.3K | Hold |
305
| – | – | 0.04% | 87 |
|
|
2023
Q2 | $91K | Hold |
305
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $85.3K | Sell |
305
-2
| -0.7% | -$559 | 0.05% | 73 |
|
|
2022
Q4 | $81K | Buy |
307
+2
| +0.7% | +$528 | 0.05% | 75 |
|
|
2022
Q3 | $70K | Hold |
305
| – | – | 0.05% | 82 |
|
|
2022
Q2 | $75K | Hold |
305
| – | – | 0.06% | 81 |
|
|
2022
Q1 | $75K | Hold |
305
| – | – | 0.06% | 69 |
|
|
2021
Q4 | $82K | Buy |
+305
| New | +$82K | 0.06% | 69 |
|