LWP
Lumature Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $622K | Sell |
2,086
-73
| -3% | -$21.8K | 0.37% | 58 |
|
|
2023
Q1 | $604K | Sell |
2,159
-28
| -1% | -$7.83K | 0.34% | 56 |
|
|
2022
Q4 | $576K | Sell |
2,187
-62
| -3% | -$16.3K | 0.32% | 55 |
|
|
2022
Q3 | $519K | Buy |
2,249
+37
| +2% | +$8.54K | 0.28% | 63 |
|
|
2022
Q2 | $546K | Buy |
2,212
+16
| +0.7% | +$3.95K | 0.24% | 70 |
|
|
2022
Q1 | $543K | Buy |
2,196
+1,160
| +112% | +$287K | 0.22% | 89 |
|
|
2021
Q4 | $278K | Buy |
1,036
+20
| +2% | +$5.37K | 0.11% | 133 |
|
|
2021
Q3 | $245K | Buy |
1,016
+50
| +5% | +$12.1K | 0.1% | 126 |
|
|
2021
Q2 | $223K | Sell |
966
-17
| -2% | -$3.92K | 0.09% | 132 |
|
|
2021
Q1 | $220K | Buy |
+983
| New | +$220K | 0.12% | 114 |
|