LFA
Lighthouse Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.85M | Sell |
12,703
-142
| -1% | -$31.8K | 0.86% | 29 |
|
|
2020
Q4 | $2.76M | Buy |
12,845
+294
| +2% | +$63.1K | 0.93% | 33 |
|
|
2020
Q3 | $2.75M | Sell |
12,551
-99
| -0.8% | -$21.7K | 1.05% | 24 |
|
|
2020
Q2 | $2.32M | Buy |
12,650
+397
| +3% | +$72.9K | 0.98% | 28 |
|
|
2020
Q1 | $2.02M | Buy |
12,253
+1,494
| +14% | +$246K | 1.23% | 21 |
|
|
2019
Q4 | $2.13M | Buy |
+10,759
| New | +$2.13M | 1% | 24 |
|