LWS
Lucia Wealth Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $177K | Sell |
806
-13
| -2% | -$2.86K | 0.04% | 134 |
|
|
2020
Q2 | $151K | Buy |
819
+201
| +33% | +$37.1K | 0.04% | 130 |
|
|
2020
Q1 | $102K | Hold |
618
| – | – | 0.03% | 145 |
|
|
2019
Q4 | $122K | Buy |
618
+100
| +19% | +$19.7K | 0.04% | 129 |
|
|
2019
Q3 | $111K | Sell |
518
-149
| -22% | -$31.9K | 0.04% | 115 |
|
|
2019
Q2 | $139K | Hold |
667
| – | – | 0.05% | 115 |
|
|
2019
Q1 | $127K | Buy |
667
+372
| +126% | +$70.8K | 0.04% | 135 |
|
|
2018
Q4 | $52K | Sell |
295
-109
| -27% | -$19.2K | 0.02% | 141 |
|
|
2018
Q3 | $68K | Buy |
404
+76
| +23% | +$12.8K | 0.02% | 175 |
|
|
2018
Q2 | $51K | Sell |
328
-29
| -8% | -$4.51K | 0.02% | 165 |
|
|
2018
Q1 | $56K | Buy |
+357
| New | +$56K | 0.02% | 142 |
|