Marks Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,760
| Closed | -$492K | – | 8 |
|
|
2023
Q1 | $492K | Hold |
1,760
| – | – | 4.41% | 5 |
|
|
2022
Q4 | $464K | Hold |
1,760
| – | – | 1.94% | 6 |
|
|
2022
Q3 | $406K | Hold |
1,760
| – | – | 0.61% | 6 |
|
|
2022
Q2 | $435K | Hold |
1,760
| – | – | 0.51% | 10 |
|
|
2022
Q1 | $435K | Sell |
1,760
-33
| -2% | -$8.16K | 0.13% | 24 |
|
|
2021
Q4 | $481K | Buy |
1,793
+33
| +2% | +$8.85K | 0.15% | 23 |
|
|
2021
Q3 | $424K | Hold |
1,760
| – | – | 0.14% | 23 |
|
|
2021
Q2 | $407K | Hold |
1,760
| – | – | 0.14% | 27 |
|
|
2021
Q1 | $394K | Hold |
1,760
| – | – | 0.13% | 28 |
|
|
2020
Q4 | $378K | Buy |
+1,760
| New | +$378K | 0.13% | 29 |
|