MIAN

Mariner Independent Advisor Network’s McDonald's MCD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.54M	Buy	28,325 +425	+2%	+$98.1K	0.28%	82
2022 Q2	$6.96M	Buy	27,900 +4,634	+20%	+$1.16M	0.29%	83
2022 Q1	$5.75M	Buy	23,266 +8,562	+58%	+$2.12M	0.22%	115
2021 Q4	$3.95M	Sell	14,704 -613	-4%	-$165K	0.19%	124
2021 Q3	$3.68M	Sell	15,317 -1,985	-11%	-$477K	0.18%	141
2021 Q2	$4M	Buy	17,302 +971	+6%	+$224K	0.18%	141
2021 Q1	$3.66M	Sell	16,331 -591	-3%	-$132K	0.19%	127
2020 Q4	$3.63M	Buy	16,922 +2,576	+18%	+$553K	0.19%	130
2020 Q3	$3.15M	Buy	14,346 +1,091	+8%	+$239K	0.26%	103
2020 Q2	$2.45M	Sell	13,255 -6,341	-32%	-$1.17M	0.23%	112
2020 Q1	$3.12M	Buy	19,596 +1,532	+8%	+$244K	0.28%	96
2019 Q4	$3.58M	Buy	18,064 +1,381	+8%	+$274K	0.26%	94
2019 Q3	$3.5M	Buy	16,683 +3,147	+23%	+$661K	0.27%	95
2019 Q2	$2.8M	Buy	13,536 +187	+1%	+$38.7K	0.21%	117
2019 Q1	$2.52M	Sell	13,349 -599	-4%	-$113K	0.21%	111
2018 Q4	$2.53M	Buy	+13,948	New	+$2.53M	0.22%	109
2018 Q2	–	Sell	-10,921	Closed	-$1.71M	–	254
2018 Q1	$1.71M	Sell	10,921 -448	-4%	-$70K	0.11%	153
2017 Q4	$1.96M	Buy	+11,369	New	+$1.96M	0.2%	115
2017 Q2	–	Sell	-14,059	Closed	-$1.82M	–	280
2017 Q1	$1.82M	Sell	14,059 -6,796	-33%	-$881K	0.22%	68
2016 Q4	$2.54M	Buy	+20,855	New	+$2.54M	0.41%	62
2015 Q1	–	Sell	-5,572	Closed	-$522K	–	132
2014 Q4	$522K	Buy	+5,572	New	+$522K	0.24%	76
2014 Q3	–	Sell	-4,370	Closed	-$440K	–	149
2014 Q2	$440K	Buy	+4,370	New	+$440K	0.22%	73