Life Planning Partners’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 |
-254
| Closed | -$75.3K | – | 160 |
|
|
2023
Q4 | $75.3K | Buy |
+254
| New | +$75.3K | 0.07% | 87 |
|
|
2022
Q3 | $70.1K | Hold |
304
| – | – | 0.08% | 79 |
|
|
2022
Q2 | $75K | Hold |
304
| – | – | 0.08% | 73 |
|
|
2022
Q1 | $75K | Hold |
304
| – | – | 0.08% | 72 |
|
|
2021
Q4 | $82K | Buy |
+304
| New | +$82K | 0.08% | 72 |
|