Loveless Wealth Management’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$1.85M Buy
7,496
+5
+0.1% +$1.24K 1.21% 28
2022
Q1
$1.85M Buy
7,491
+15
+0.2% +$3.71K 1.05% 33
2021
Q4
$2M Buy
7,476
+453
+6% +$121K 1.1% 32
2021
Q3
$1.69M Buy
7,023
+561
+9% +$135K 1.03% 35
2021
Q2
$1.49M Buy
6,462
+566
+10% +$131K 0.91% 39
2021
Q1
$1.32M Buy
5,896
+1,036
+21% +$232K 0.87% 39
2020
Q4
$1.04M Buy
4,860
+1,390
+40% +$298K 0.77% 50
2020
Q3
$762K Buy
3,470
+1,210
+54% +$266K 0.64% 53
2020
Q2
$417K Sell
2,260
-350
-13% -$64.6K 0.39% 74
2020
Q1
$432K Buy
2,610
+35
+1% +$5.79K 0.51% 66
2019
Q4
$515K Buy
+2,575
New +$515K 0.44% 65